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

BBR 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
2025
Q3 		– Sell
-1,775
Closed -$208K – 274
2025
Q2 		$208K Buy
+1,775
New +$186K 0.01% 220

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

BBR Partners's PWB Position: Q3 2025 in Review

BBR Partners sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2025, closing a stake of 1,775 shares — an estimated $208K sold.

BBR Partners first reported a position in PWB in Q2 2025 and held it in 1 quarter. The position peaked at $208K in Q2 2025. 197 funds tracked by Wall St. Rank hold PWB as of Q3 2025.

  • BBR Partners reported no remaining Invesco Large Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • BBR Partners sold 1,775 Invesco Large Cap Growth ETF shares in Q3 2025, an estimated $208K.
  • BBR Partners first reported a position in Invesco Large Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • BBR Partners's Invesco Large Cap Growth ETF position peaked at $208K in Q2 2025.
  • 197 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2025.

Based on BBR Partners's 13F filing for Q3 2025, filed 7 Nov 2025.