Steward Partners Investment Advisory’s Invesco Large Cap Growth ETF PWB Stock Holding History

Steward Partners Investment Advisory’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	$1.37M	Sell	8,106 -1,577	-16%	-$239K	0.01%	1106
2026 Q1	$1.22M	Sell	9,683 -327	-3%	-$43.3K	0.01%	1054
2025 Q4	$1.27M	Sell	10,010 -157	-2%	-$19.9K	0.01%	955
2025 Q3	$1.28M	Sell	10,167 -258	-2%	-$30.9K	0.01%	951
2025 Q2	$1.22M	Buy	10,425 +100	+1%	+$10.5K	0.01%	902
2025 Q1	$992K	Sell	10,325 -105	-1%	-$10.9K	0.01%	928
2024 Q4	$1.06M	Sell	10,430 -826	-7%	-$85K	0.01%	852
2024 Q3	$1.11M	Sell	11,256 -276	-2%	-$26K	0.01%	820
2024 Q2	$1.09M	Buy	11,532 +700	+6%	+$62.6K	0.01%	780
2024 Q1	$967K	Sell	10,832 -1,280	-11%	-$109K	0.01%	805
2023 Q4	$941K	Sell	12,112 -778	-6%	-$56.2K	0.01%	757
2023 Q3	$874K	Sell	12,890 -506	-4%	-$35.6K	0.01%	722
2023 Q2	$946K	Sell	13,396 -191	-1%	-$12.7K	0.01%	705
2023 Q1	$883K	Sell	13,587 -134	-1%	-$8.39K	0.01%	737
2022 Q4	$820K	Sell	13,721 -150	-1%	-$9.12K	0.01%	738
2022 Q3	$790K	Buy	13,871 +598	+5%	+$37.5K	0.01%	695
2022 Q2	$779K	Sell	13,273 -64	-0.5%	-$4.08K	0.01%	720
2022 Q1	$964K	Buy	13,337 +2,072	+18%	+$148K	0.01%	693
2021 Q4	$910K	Sell	11,265 -247	-2%	-$19.5K	0.01%	733
2021 Q3	$852K	Buy	11,512 +65	+0.6%	+$4.98K	0.01%	720
2021 Q2	$852K	Sell	11,447 -13,291	-54%	-$944K	0.01%	738
2021 Q1	$1.68M	Buy	24,738 +10,369	+72%	+$711K	0.03%	481
2020 Q4	$971K	Buy	14,369 +1,463	+11%	+$94.4K	0.02%	562
2020 Q3	$799K	Buy	12,906 +775	+6%	+$46.2K	0.02%	544
2020 Q2	$664K	Buy	12,131 +7,296	+151%	+$367K	0.02%	555
2020 Q1	$211K	Sell	4,835 -2,050	-30%	-$102K	0.01%	772
2019 Q4	$353K	Hold	6,885	–	–	0.01%	717
2019 Q3	$332K	Buy	6,885 +3,635	+112%	+$178K	0.01%	699
2019 Q2	$157K	Buy	+3,250	New	+$155K	0.01%	892
2018 Q4	–	Sell	-4,160	Closed	-$201K	–	1805
2018 Q3	$201K	Buy	4,160 +910	+28%	+$42.7K	0.01%	716
2018 Q2	$146K	Buy	3,250 +1,000	+44%	+$44.6K	0.01%	739
2018 Q1	$96K	Hold	2,250	–	–	0.01%	788
2017 Q4	$93K	Hold	2,250	–	–	0.01%	653
2017 Q3	$87K	Hold	2,250	–	–	0.01%	568
2017 Q2	$80K	Buy	2,250 +1,500	+200%	+$53.1K	0.01%	534
2017 Q1	$25K	Hold	750	–	–	﹤0.01%	701
2016 Q4	$23K	Buy	+750	New	+$23.7K	0.01%	432

Other funds holding PWB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Steward Partners Investment Advisory's PWB Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Invesco Large Cap Growth ETF (PWB) stake by 16% in Q2 2026, selling an estimated $239K and leaving 8,106 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #1106.

Steward Partners Investment Advisory first reported a position in PWB in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.68M in Q1 2021. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Steward Partners Investment Advisory held 8,106 shares of Invesco Large Cap Growth ETF worth $1.37M as of Q2 2026.
Steward Partners Investment Advisory sold 1,577 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $239K.
Invesco Large Cap Growth ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1106 holding.
Steward Partners Investment Advisory first reported a position in Invesco Large Cap Growth ETF in Q4 2016 and has held it in 37 quarters since.
Steward Partners Investment Advisory's Invesco Large Cap Growth ETF position peaked at $1.68M in Q1 2021.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.