Public ownership evidence

Invesco Large Cap Growth ETF (PWB) Ownership Disclosures

Read PWB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Invesco Large Cap Growth ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
2,687
Value (USD)
$258,040
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PWB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PWB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

B. Riley Wealth Advisors, Inc.2025-03-312026-08-292,687$258,040None
Dakota Wealth Management2025-12-312026-08-271,590$202,105None
Dakota Wealth Management2026-03-312026-08-271,590$200,229None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-2613,465$2,268,369None
Serenity Investment Advisors2026-06-302026-08-251,550$241,754None
Anderson Financial Strategies, LLC2026-06-302026-08-21111,298$17,355,810None
Rehmann Capital Advisory Group2026-06-302026-08-211,581$266,335None
Kingsview Wealth Management, LLC2026-06-302026-08-207,852$1,322,748None
Archer Investment Corp2026-06-302026-08-2082$13,814None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-203,616$609,151None
Beacon Pointe Advisors, LLC2026-06-302026-08-1915,239$2,567,225None
Empowered Funds, LLC2026-06-302026-08-188,337$1,404,451None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1825,596$4,313,146None
Equitable Holdings, Inc.2026-06-302026-08-18115,120$19,393,054None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-181,282$216,000None
Center for Wealth Management Advisory2026-06-302026-08-15204,459$34,443,073None
Bawa N Mallick Trust2026-06-302026-08-154,709$793,313None
Glen Eagle Advisors, LLC2026-06-302026-08-15257$43,294None
JPL Wealth Management, LLC2026-06-302026-08-15130$21,900None
JPL Wealth Management, LLC2026-06-302026-08-1534,633$5,834,254None
Vertex Planning Partners, LLC2026-06-302026-08-151,469$247,495None
Ameritas Advisory Services, LLC2026-06-302026-08-154,959$835,393None
Western Wealth Management, LLC2026-06-302026-08-153,482$586,511None
Foundations Investment Advisors, LLC2026-06-302026-08-151,885$317,547None
Strategic Family Wealth Counselors, L.L.C.2026-06-302026-08-153,040$512,119None
IFG Advisory, LLC2026-06-302026-08-151,344$226,410None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,374$399,844None
OSAIC HOLDINGS, INC.2026-06-302026-08-15229,155$38,603,534None
Prostatis Group LLC2026-06-302026-08-1553,570$9,024,402None
Regal Investment Advisors LLC2026-06-302026-08-1587,023$14,659,860None
HRT FINANCIAL LP2026-06-302026-08-158,752$1,474,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-158,169$1,376,150None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1583$13,982None
Waverly Advisors, LLC2026-06-302026-08-159,111$1,534,839None
&PARTNERS2026-06-302026-08-152,395$403,468None
Thrivent Financial for Lutherans2026-06-302026-08-151,200$202,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15110,338$17,649,663None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15334,047$56,239,415None
Ausdal Financial Partners, Inc.2026-06-302026-08-15520$87,599None
Ausdal Financial Partners, Inc.2026-06-302026-08-154,070$685,657None
Cerity Partners LLC2026-06-302026-08-152,265$381,562None
Cambria Investment Management, L.P.2026-06-302026-08-158,337$1,404,451None
Cresset Asset Management, LLC2026-06-302026-08-151,668$280,991None
STRATEGY ASSET MANAGERS LLC2026-06-302026-08-155,847$984,986None
ROYAL BANK OF CANADA2026-06-302026-08-151,400$236,000None
ROYAL BANK OF CANADA2026-06-302026-08-15134,029$22,579,000None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-151,957$329,676None
Larson Financial Group LLC2026-06-302026-08-1524$4,043None
IHT Wealth Management, LLC2026-06-302026-08-1510,615$1,788,206None
World Investment Advisors2026-06-302026-08-1512,667$1,595,156None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Dakota Wealth Management ↗Dakota Wealth Management ↗TOBIAS FINANCIAL ADVISORS, INC. ↗Serenity Investment Advisors ↗Anderson Financial Strategies, LLC ↗Rehmann Capital Advisory Group ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.