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Stratos Wealth Partners’s Invesco Large Cap Growth ETF PWB Stock Holding History

Stratos Wealth Partners’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 		$19.4M Sell
114,865
-331
-0.3% -$50.2K 0.19% 106
2026
Q1 		$14.5M Buy
115,196
+83,583
+264% +$11.1M 0.16% 130
2025
Q4 		$4.02M Sell
31,613
-78
-0.2% -$9.91K 0.05% 376
2025
Q3 		$3.97M Sell
31,691
-36
-0.1% -$4.31K 0.05% 374
2025
Q2 		$3.73M Buy
31,727
+19
+0.1% +$1.99K 0.05% 347
2025
Q1 		$3.05M Sell
31,708
-393
-1% -$40.7K 0.05% 350
2024
Q4 		$3.27M Sell
32,101
-239
-0.7% -$24.6K 0.05% 349
2024
Q3 		$3.19M Buy
32,340
+4,746
+17% +$447K 0.05% 353
2024
Q2 		$2.61M Buy
27,594
+182
+0.7% +$16.3K 0.04% 383
2024
Q1 		$2.45M Buy
27,412
+1,772
+7% +$150K 0.04% 398
2023
Q4 		$1.99M Buy
25,640
+12
+0% +$866 0.04% 415
2023
Q3 		$1.74M Buy
25,628
+1,981
+8% +$140K 0.04% 405
2023
Q2 		$1.67M Buy
23,647
+9,530
+68% +$632K 0.04% 385
2023
Q1 		$917K Sell
14,117
-24,700
-64% -$1.55M 0.02% 508
2022
Q4 		$2.32M Buy
38,817
+4,234
+12% +$257K 0.06% 314
2022
Q3 		$1.97M Sell
34,583
-6,871
-17% -$431K 0.06% 318
2022
Q2 		$2.43M Buy
41,454
+4,264
+11% +$272K 0.06% 280
2022
Q1 		$2.69M Buy
37,190
+4,356
+13% +$311K 0.06% 296
2021
Q4 		$2.65M Buy
32,834
+2,263
+7% +$178K 0.06% 295
2021
Q3 		$2.26M Buy
30,571
+1,816
+6% +$139K 0.06% 294
2021
Q2 		$2.14M Buy
28,755
+2,445
+9% +$174K 0.05% 321
2021
Q1 		$1.79M Sell
26,310
-1,356
-5% -$93K 0.05% 331
2020
Q4 		$1.87M Sell
27,666
-8,046
-23% -$519K 0.06% 284
2020
Q3 		$2.21M Buy
35,712
+332
+0.9% +$19.8K 0.07% 248
2020
Q2 		$1.94M Buy
35,380
+8,505
+32% +$428K 0.07% 260
2020
Q1 		$1.18M Buy
26,875
+5,096
+23% +$254K 0.05% 294
2019
Q4 		$1.12M Buy
21,779
+711
+3% +$35K 0.04% 365
2019
Q3 		$1.02M Buy
21,068
+431
+2% +$21.1K 0.04% 366
2019
Q2 		$998K Buy
+20,637
New +$983K 0.04% 365

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

Stratos Wealth Partners's PWB Position: Q2 2026 in Review

Stratos Wealth Partners reduced its Invesco Large Cap Growth ETF (PWB) stake by 0.29% in Q2 2026, selling an estimated $50.2K and leaving 114,865 shares worth $19.4M. The position accounts for 0.19% of the portfolio, ranked #106.

Stratos Wealth Partners first reported a position in PWB in Q2 2019 and has held it in 29 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Stratos Wealth Partners held 114,865 shares of Invesco Large Cap Growth ETF worth $19.4M as of Q2 2026.
  • Stratos Wealth Partners sold 331 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $50.2K.
  • Invesco Large Cap Growth ETF made up 0.19% of Stratos Wealth Partners's portfolio in Q2 2026, its #106 holding.
  • Stratos Wealth Partners first reported a position in Invesco Large Cap Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.