Creative Planning
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Creative Planning’s Invesco Large Cap Growth ETF PWB Stock Holding History

Creative Planning’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 		$1.17M Buy
6,943
+561
+9% +$85.1K ﹤0.01% 2513
2026
Q1 		$804K Sell
6,382
-475
-7% -$62.9K ﹤0.01% 2640
2025
Q4 		$872K Buy
6,857
+212
+3% +$26.9K ﹤0.01% 2390
2025
Q3 		$833K Sell
6,645
-800
-11% -$95.9K ﹤0.01% 2294
2025
Q2 		$874K Buy
7,445
+185
+3% +$19.3K ﹤0.01% 1969
2025
Q1 		$697K Buy
7,260
+1,938
+36% +$201K ﹤0.01% 2007
2024
Q4 		$541K Sell
5,322
-370
-7% -$38.1K ﹤0.01% 2149
2024
Q3 		$562K Buy
5,692
+17
+0.3% +$1.6K ﹤0.01% 1995
2024
Q2 		$536K Buy
5,675
+405
+8% +$36.2K ﹤0.01% 1885
2024
Q1 		$471K Buy
5,270
+1,609
+44% +$136K ﹤0.01% 1899
2023
Q4 		$284K Buy
+3,661
New +$264K ﹤0.01% 2126
2022
Q1 		– Sell
-2,501
Closed -$202K – 2421
2021
Q4 		$202K Buy
+2,501
New +$197K ﹤0.01% 1864
2017
Q2 		– Sell
-84
Closed -$3K – 4781
2017
Q1 		$3K Buy
+84
New +$2.82K ﹤0.01% 4180
2016
Q4 		– Sell
-400
Closed -$13K – 4784
2016
Q3 		$13K Buy
+400
New +$12.8K ﹤0.01% 3336
2015
Q4 		– Sell
-1,827
Closed -$54K – 4537
2015
Q3 		$54K Buy
+1,827
New +$56.1K ﹤0.01% 1990
2014
Q2 		– Sell
-6,000
Closed -$156K – 3929
2014
Q1 		$156K Buy
+6,000
New +$156K ﹤0.01% 1128

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 25.4% 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

Creative Planning's PWB Position: Q2 2026 in Review

Creative Planning increased its Invesco Large Cap Growth ETF (PWB) stake by 8.8% in Q2 2026, buying an estimated $85.1K and bringing the position to 6,943 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #2513.

Creative Planning first reported a position in PWB in Q1 2014 and has held it in 16 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Creative Planning held 6,943 shares of Invesco Large Cap Growth ETF worth $1.17M as of Q2 2026.
  • Creative Planning bought 561 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $85.1K.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2513 holding.
  • Creative Planning first reported a position in Invesco Large Cap Growth ETF in Q1 2014 and has held it in 16 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.