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 Q2	$1.53M	Buy	9,111 +257	+3%	+$39K	0.01%	768
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 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 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

Waverly Advisors's PWB Position: Q2 2026 in Review

Waverly Advisors increased its Invesco Large Cap Growth ETF (PWB) stake by 2.9% in Q2 2026, buying an estimated $39K and bringing the position to 9,111 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #768.

Waverly Advisors first reported a position in PWB in Q1 2024 and has held it in 10 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Waverly Advisors held 9,111 shares of Invesco Large Cap Growth ETF worth $1.53M as of Q2 2026.
Waverly Advisors bought 257 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $39K.
Invesco Large Cap Growth ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #768 holding.
Waverly Advisors first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.