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

AssuredPartners Investment 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	$5.9M	Buy	+45,520	New	+$6.02M	0.64%	38

Other funds holding PWB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssuredPartners Investment Advisors's PWB Position: Q1 2026 in Review

AssuredPartners Investment Advisors opened a new position in Invesco Large Cap Growth ETF (PWB) in Q1 2026: 45,520 shares worth $5.9M. The stake represents 0.64% of the portfolio and ranks #38 among its holdings.

224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

AssuredPartners Investment Advisors held 45,520 shares of Invesco Large Cap Growth ETF worth $5.9M as of Q1 2026.
Invesco Large Cap Growth ETF was a new AssuredPartners Investment Advisors position in Q1 2026.
Invesco Large Cap Growth ETF made up 0.64% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #38 holding.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.