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Arax Advisory Partners’s Invesco Large Cap Growth ETF PWB Stock Holding History

Arax Advisory 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 		$92.5K Hold
549
– – ﹤0.01% 2794
2026
Q1 		$69.1K Hold
549
– – ﹤0.01% 1543
2025
Q4 		$69.8K Sell
549
-1,628
-75% -$207K ﹤0.01% 1459
2025
Q3 		$273K Buy
+2,177
New +$261K ﹤0.01% 1122

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

Arax Advisory Partners's PWB Position: Q2 2026 in Review

Arax Advisory Partners held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 549 shares worth $92.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2794.

Arax Advisory Partners first reported a position in PWB in Q3 2025 and has held it in 4 quarters since. The position peaked at $273K in Q3 2025. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Arax Advisory Partners held 549 shares of Invesco Large Cap Growth ETF worth $92.5K as of Q2 2026.
  • Arax Advisory Partners left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2794 holding.
  • Arax Advisory Partners first reported a position in Invesco Large Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Arax Advisory Partners's Invesco Large Cap Growth ETF position peaked at $273K in Q3 2025.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.