Smartleaf Asset Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Smartleaf Asset Management’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	$249K	Hold	2,052	–	–	0.01%	712
2025 Q4	$264K	Hold	2,052	–	–	0.01%	691
2025 Q3	$256K	Hold	2,052	–	–	0.02%	642
2025 Q2	$238K	Buy	2,052 +2,050	+102,500%	+$214K	0.02%	536
2025 Q1	$191	Hold	2	–	–	﹤0.01%	2802
2024 Q4	$205	Hold	2	–	–	﹤0.01%	2865
2024 Q3	$196	Hold	2	–	–	﹤0.01%	2870
2024 Q2	$189	Hold	2	–	–	﹤0.01%	2684
2024 Q1	$178	Hold	2	–	–	﹤0.01%	1827
2023 Q4	$0	Buy	+2	New	+$144	﹤0.01%	1214

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 $38.8B AUM 21.88% 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

Smartleaf Asset Management's PWB Position: Q1 2026 in Review

Smartleaf Asset Management held its Invesco Large Cap Growth ETF (PWB) position steady in Q1 2026 at 2,052 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #712.

Smartleaf Asset Management first reported a position in PWB in Q4 2023 and has held it in 10 quarters since. The position peaked at $264K in Q4 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Smartleaf Asset Management held 2,052 shares of Invesco Large Cap Growth ETF worth $249K as of Q1 2026.
Smartleaf Asset Management left its Invesco Large Cap Growth ETF share count unchanged in Q1 2026.
Invesco Large Cap Growth ETF made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #712 holding.
Smartleaf Asset Management first reported a position in Invesco Large Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Invesco Large Cap Growth ETF position peaked at $264K in Q4 2025.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.