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Serenity Investment Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

Serenity Investment Advisors’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
Q2 		$242K Hold
1,550
– – 0.1% 66
2026
Q1 		$240K Hold
1,550
– – 0.11% 60
2025
Q4 		$201K Buy
+1,550
New +$197K 0.12% 63

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $159M AUM
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

Serenity Investment Advisors's PWB Position: Q2 2026 in Review

Serenity Investment Advisors held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 1,550 shares worth $242K. The position accounts for 0.1% of the portfolio, ranked #66.

Serenity Investment Advisors first reported a position in PWB in Q4 2025 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Serenity Investment Advisors held 1,550 shares of Invesco Large Cap Growth ETF worth $242K as of Q2 2026.
  • Serenity Investment Advisors left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
  • Invesco Large Cap Growth ETF made up 0.1% of Serenity Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • Serenity Investment Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Serenity Investment Advisors's 13F filing for Q2 2026, filed 24 Aug 2026.