Cliff Asness’s Invesco Large Cap Growth ETF PWB Stock Holding History

Cliff Asness’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 Q4	–	Sell	-2,641	Closed	-$331K	–	3629
2025 Q3	$331K	Sell	2,641 -1,555	-37%	-$186K	﹤0.01%	3032
2025 Q2	$493K	Buy	4,196 +774	+23%	+$81K	﹤0.01%	2617
2025 Q1	$329K	Hold	3,422	–	–	﹤0.01%	2652
2024 Q4	$348K	Hold	3,422	–	–	﹤0.01%	2433
2024 Q3	$338K	Buy	+3,422	New	+$322K	﹤0.01%	2341

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

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

CFWMA

Center for Wealth Management Advisory Milford, Ohio $159M AUM

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

AWM

Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GSIAS

Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return

Cliff Asness's PWB Position: Q4 2025 in Review

Cliff Asness sold out of Invesco Large Cap Growth ETF (PWB) in Q4 2025, closing a stake of 2,641 shares — an estimated $331K sold.

Cliff Asness first reported a position in PWB in Q3 2024 and held it in 5 quarters. The position peaked at $493K in Q2 2025. 210 funds tracked by Wall St. Rank hold PWB as of Q4 2025.

Cliff Asness reported no remaining Invesco Large Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Cliff Asness sold 2,641 Invesco Large Cap Growth ETF shares in Q4 2025, an estimated $331K.
Cliff Asness first reported a position in Invesco Large Cap Growth ETF in Q3 2024 and held it in 5 quarters.
Cliff Asness's Invesco Large Cap Growth ETF position peaked at $493K in Q2 2025.
210 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q4 2025.

Based on AQR Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.