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

Waverly 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 		$1.11M Buy
8,854
+166
+2% +$22K 0.01% 797
2025
Q4 		$1.1M Sell
8,688
-17
-0.2% -$2.16K 0.01% 730
2025
Q3 		$1.09M Hold
8,705
– – 0.01% 617
2025
Q2 		$1.02M Hold
8,705
– – 0.01% 613
2025
Q1 		$836K Buy
8,705
+655
+8% +$67.8K 0.01% 644
2024
Q4 		$819K Sell
8,050
-936
-10% -$96.3K 0.01% 563
2024
Q3 		$887K Hold
8,986
– – 0.02% 466
2024
Q2 		$849K Hold
8,986
– – 0.02% 460
2024
Q1 		$802K Buy
+8,986
New +$762K 0.02% 399

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

Waverly Advisors's PWB Position: Q1 2026 in Review

Waverly Advisors increased its Invesco Large Cap Growth ETF (PWB) stake by 1.9% in Q1 2026, buying an estimated $22K and bringing the position to 8,854 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #797.

Waverly Advisors first reported a position in PWB in Q1 2024 and has held it in 9 quarters since. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Waverly Advisors held 8,854 shares of Invesco Large Cap Growth ETF worth $1.11M as of Q1 2026.
  • Waverly Advisors bought 166 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $22K.
  • Invesco Large Cap Growth ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #797 holding.
  • Waverly Advisors first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

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