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

Sovran 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 		$221K Hold
1,520
– – 0.02% 568
2026
Q1 		$223K Hold
1,520
– – 0.02% 532
2025
Q4 		$202K Buy
+1,520
New +$193K 0.02% 544

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 15.43% 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

Sovran Advisors's PWB Position: Q2 2026 in Review

Sovran Advisors held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 1,520 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #568.

Sovran Advisors first reported a position in PWB in Q4 2025 and has held it in 3 quarters since. The position peaked at $223K in Q1 2026. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Sovran Advisors held 1,520 shares of Invesco Large Cap Growth ETF worth $221K as of Q2 2026.
  • Sovran Advisors left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
  • Invesco Large Cap Growth ETF made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #568 holding.
  • Sovran Advisors first reported a position in Invesco Large Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Sovran Advisors's Invesco Large Cap Growth ETF position peaked at $223K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.