Benjamin Edwards Inc
PWB icon

Benjamin Edwards Inc’s Invesco Large Cap Growth ETF PWB Stock Holding History

Benjamin Edwards Inc’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 		$1.1M Hold
6,550
– – 0.01% 763
2026
Q1 		$825K Hold
6,550
– – 0.01% 827
2025
Q4 		$833K Hold
6,550
– – 0.01% 778
2025
Q3 		$821K Hold
6,550
– – 0.01% 759
2025
Q2 		$769K Hold
6,550
– – 0.01% 716
2025
Q1 		$629K Hold
6,550
– – 0.01% 724
2024
Q4 		$666K Hold
6,550
– – 0.01% 736
2024
Q3 		$646K Buy
+6,550
New +$617K 0.01% 718

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 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

Benjamin Edwards Inc's PWB Position: Q2 2026 in Review

Benjamin Edwards Inc held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 6,550 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #763.

Benjamin Edwards Inc first reported a position in PWB in Q3 2024 and has held it in 8 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Benjamin Edwards Inc held 6,550 shares of Invesco Large Cap Growth ETF worth $1.1M as of Q2 2026.
  • Benjamin Edwards Inc left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
  • Invesco Large Cap Growth ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #763 holding.
  • Benjamin Edwards Inc first reported a position in Invesco Large Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.