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 Q2	$382K	Hold	2,265	–	–	﹤0.01%	2620
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Cerity Partners's PWB Position: Q2 2026 in Review

Cerity Partners held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 2,265 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #2620.

Cerity Partners first reported a position in PWB in Q4 2022 and has held it in 12 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Cerity Partners held 2,265 shares of Invesco Large Cap Growth ETF worth $382K as of Q2 2026.
Cerity Partners left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
Invesco Large Cap Growth ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2620 holding.
Cerity Partners first reported a position in Invesco Large Cap Growth ETF in Q4 2022 and has held it in 12 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.