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Claris Financial’s Invesco Large Cap Growth ETF PWB Stock Holding History

Claris Financial’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 		$860K Buy
6,826
+874
+15% +$116K 0.47% 58
2025
Q4 		$757K Buy
5,952
+540
+10% +$68.6K 0.4% 66
2025
Q3 		$679K Sell
5,412
-208
-4% -$24.9K 0.39% 60
2025
Q2 		$660K Sell
5,620
-50
-0.9% -$5.23K 0.5% 57
2025
Q1 		$577K Hold
5,670
– – 0.38% 63
2024
Q4 		$577K Buy
+5,670
New +$583K 0.38% 63

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Claris Financial's PWB Position: Q1 2026 in Review

Claris Financial increased its Invesco Large Cap Growth ETF (PWB) stake by 15% in Q1 2026, buying an estimated $116K and bringing the position to 6,826 shares worth $860K. The position accounts for 0.47% of the portfolio, ranked #58.

Claris Financial first reported a position in PWB in Q4 2024 and has held it in 6 quarters since. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Claris Financial held 6,826 shares of Invesco Large Cap Growth ETF worth $860K as of Q1 2026.
  • Claris Financial bought 874 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $116K.
  • Invesco Large Cap Growth ETF made up 0.47% of Claris Financial's portfolio in Q1 2026, its #58 holding.
  • Claris Financial first reported a position in Invesco Large Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.