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

Cerity 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 Q1	$285K	Sell	2,265 -42	-2%	-$5.56K	﹤0.01%	2647
2025 Q4	$293K	Hold	2,307	–	–	﹤0.01%	2422
2025 Q3	$289K	Hold	2,307	–	–	﹤0.01%	2299
2025 Q2	$271K	Hold	2,307	–	–	﹤0.01%	2209
2025 Q1	$222K	Sell	2,307 -663	-22%	-$68.6K	﹤0.01%	2166
2024 Q4	$302K	Hold	2,970	–	–	﹤0.01%	2031
2024 Q3	$293K	Hold	2,970	–	–	﹤0.01%	2082
2024 Q2	$281K	Hold	2,970	–	–	﹤0.01%	1860
2024 Q1	$265K	Hold	2,970	–	–	﹤0.01%	1934
2023 Q4	$231K	Buy	+2,970	New	+$214K	﹤0.01%	1659
2023 Q1	–	Sell	-3,357	Closed	-$201K	–	1890
2022 Q4	$201K	Buy	+3,357	New	+$204K	﹤0.01%	1344

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

Cerity Partners's PWB Position: Q1 2026 in Review

Cerity Partners reduced its Invesco Large Cap Growth ETF (PWB) stake by 1.8% in Q1 2026, selling an estimated $5.56K and leaving 2,265 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

Cerity Partners first reported a position in PWB in Q4 2022 and has held it in 11 quarters since. The position peaked at $302K in Q4 2024. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Cerity Partners held 2,265 shares of Invesco Large Cap Growth ETF worth $285K as of Q1 2026.
Cerity Partners sold 42 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $5.56K.
Invesco Large Cap Growth ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2647 holding.
Cerity Partners first reported a position in Invesco Large Cap Growth ETF in Q4 2022 and has held it in 11 quarters since.
Cerity Partners's Invesco Large Cap Growth ETF position peaked at $302K in Q4 2024.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.