UCFA
PWB icon

United Capital Financial Advisors’s Invesco Large Cap Growth ETF PWB Stock Holding History

United Capital Financial 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
Q1 		$3.42M Sell
27,160
-4,372
-14% -$579K 0.02% 445
2025
Q4 		$4.01M Sell
31,532
-3,551
-10% -$451K 0.02% 389
2025
Q3 		$4.4M Sell
35,083
-5,071
-13% -$608K 0.03% 325
2025
Q2 		$4.72M Sell
40,154
-8,093
-17% -$846K 0.04% 289
2025
Q1 		$4.63M Sell
48,247
-2,528
-5% -$262K 0.04% 281
2024
Q4 		$5.17M Sell
50,775
-3,856
-7% -$397K 0.04% 257
2024
Q3 		$5.39M Sell
54,631
-4,619
-8% -$435K 0.04% 249
2024
Q2 		$5.6M Sell
59,250
-13,123
-18% -$1.17M 0.05% 245
2024
Q1 		$6.46M Sell
72,373
-40,293
-36% -$3.42M 0.05% 236
2023
Q4 		$8.75M Sell
112,666
-266,839
-70% -$19.3M 0.07% 208
2023
Q3 		$25.7M Sell
379,505
-9,128
-2% -$643K 0.17% 120
2023
Q2 		$27.4M Buy
388,633
+4,943
+1% +$328K 0.15% 126
2023
Q1 		$24.9M Sell
383,690
-4,526
-1% -$284K 0.14% 141
2022
Q4 		$23.2M Buy
388,216
+3,190
+0.8% +$194K 0.13% 153
2022
Q3 		$21.9M Buy
385,026
+2,445
+0.6% +$153K 0.13% 146
2022
Q2 		$22.4M Buy
382,581
+332
+0.1% +$21.2K 0.12% 159
2022
Q1 		$27.6M Buy
382,249
+2,134
+0.6% +$152K 0.13% 154
2021
Q4 		$30.7M Buy
380,115
+2,881
+0.8% +$227K 0.14% 149
2021
Q3 		$27.9M Buy
377,234
+10,946
+3% +$838K 0.14% 150
2021
Q2 		$27.3M Buy
366,288
+4,407
+1% +$313K 0.14% 156
2021
Q1 		$24.6M Buy
361,881
+12,464
+4% +$855K 0.14% 160
2020
Q4 		$23.6M Buy
349,417
+2,860
+0.8% +$184K 0.14% 161
2020
Q3 		$21.5M Buy
346,557
+1,971
+0.6% +$117K 0.14% 162
2020
Q2 		$18.9M Buy
344,586
+1,680
+0.5% +$84.5K 0.14% 166
2020
Q1 		$15M Buy
342,906
+16,482
+5% +$820K 0.12% 182
2019
Q4 		$16.8M Buy
326,424
+4,632
+1% +$228K 0.11% 228
2019
Q3 		$15.6M Buy
321,792
+524
+0.2% +$25.6K 0.11% 227
2019
Q2 		$15.5M Buy
321,268
+668
+0.2% +$31.8K 0.1% 220
2019
Q1 		$15.2M Buy
320,600
+240
+0.1% +$10.9K 0.11% 212
2018
Q4 		$13.3M Buy
320,360
+5,937
+2% +$264K 0.11% 206
2018
Q3 		$15.2M Buy
314,423
+5,291
+2% +$249K 0.11% 214
2018
Q2 		$13.9M Sell
309,132
-282,362
-48% -$12.6M 0.1% 219
2018
Q1 		$25.3M Sell
591,494
-4,506
-0.8% -$196K 0.19% 124
2017
Q4 		$24.7M Sell
596,000
-7,842
-1% -$318K 0.2% 117
2017
Q3 		$23.5M Sell
603,842
-6,502
-1% -$244K 0.2% 114
2017
Q2 		$21.9M Buy
610,344
+4,578
+0.8% +$162K 0.2% 119
2017
Q1 		$20.8M Sell
605,766
-7,905
-1% -$265K 0.19% 114
2016
Q4 		$19.6M Sell
613,671
-10,054
-2% -$318K 0.19% 112
2016
Q3 		$19.8M Sell
623,725
-6,193
-1% -$198K 0.19% 120
2016
Q2 		$19.5M Buy
629,918
+671
+0.1% +$20.8K 0.2% 107
2016
Q1 		$19.4M Buy
629,247
+6,745
+1% +$199K 0.21% 92
2015
Q4 		$19.5M Sell
622,502
-271
-0% -$8.41K 0.22% 91
2015
Q3 		$18.2M Sell
622,773
-400
-0.1% -$12.3K 0.22% 88
2015
Q2 		$19.1M Sell
623,173
-12,344
-2% -$381K 0.22% 104
2015
Q1 		$19.2M Buy
+635,517
New +$19M 0.23% 105

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

United Capital Financial Advisors's PWB Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Invesco Large Cap Growth ETF (PWB) stake by 14% in Q1 2026, selling an estimated $579K and leaving 27,160 shares worth $3.42M. The position accounts for 0.02% of the portfolio, ranked #445.

United Capital Financial Advisors first reported a position in PWB in Q1 2015 and has held it in 45 quarters since. The position peaked at $30.7M in Q4 2021. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • United Capital Financial Advisors held 27,160 shares of Invesco Large Cap Growth ETF worth $3.42M as of Q1 2026.
  • United Capital Financial Advisors sold 4,372 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $579K.
  • Invesco Large Cap Growth ETF made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #445 holding.
  • United Capital Financial Advisors first reported a position in Invesco Large Cap Growth ETF in Q1 2015 and has held it in 45 quarters since.
  • United Capital Financial Advisors's Invesco Large Cap Growth ETF position peaked at $30.7M in Q4 2021.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.