Rehmann Capital Advisory Group’s Invesco Large Cap Growth ETF PWB Stock Holding History

Rehmann Capital Advisory Group’s Portfolio PWB Stock Details PWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,581	Closed	-$201K	–	701
2025 Q4	$201K	Buy	+1,581	New	+$201K	0.01%	646
2019 Q3	–	Sell	-2,310	Closed	-$112K	–	2006
2019 Q2	$112K	Hold	2,310	–	–	0.01%	582
2019 Q1	$110K	Buy	+2,310	New	+$105K	0.01%	564
2018 Q4	–	Sell	-2,310	Closed	-$111K	–	2048
2018 Q3	$111K	Hold	2,310	–	–	0.02%	555
2018 Q2	$104K	Sell	2,310 -1,453	-39%	-$64.8K	0.02%	553
2018 Q1	$161K	Buy	+3,763	New	+$164K	0.03%	430

Other funds holding PWB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

CFWMA

Center for Wealth Management Advisory Milford, Ohio $139M AUM

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rehmann Capital Advisory Group's PWB Position: Q1 2026 in Review

Rehmann Capital Advisory Group sold out of Invesco Large Cap Growth ETF (PWB) in Q1 2026, closing a stake of 1,581 shares — an estimated $201K sold.

Rehmann Capital Advisory Group first reported a position in PWB in Q1 2018 and held it in 6 quarters. The position peaked at $201K in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Rehmann Capital Advisory Group reported no remaining Invesco Large Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Rehmann Capital Advisory Group sold 1,581 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $201K.
Rehmann Capital Advisory Group first reported a position in Invesco Large Cap Growth ETF in Q1 2018 and held it in 6 quarters.
Rehmann Capital Advisory Group's Invesco Large Cap Growth ETF position peaked at $201K in Q4 2025.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.