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
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 $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

Creative Planning's PWB Position: Q1 2026 in Review

Creative Planning reduced its Invesco Large Cap Growth ETF (PWB) stake by 6.9% in Q1 2026, selling an estimated $62.9K and leaving 6,382 shares worth $804K. The position accounts for ﹤0.01% of the portfolio, ranked #2640.

Creative Planning first reported a position in PWB in Q1 2014 and has held it in 15 quarters since. The position peaked at $874K in Q2 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Creative Planning held 6,382 shares of Invesco Large Cap Growth ETF worth $804K as of Q1 2026.
  • Creative Planning sold 475 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $62.9K.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2640 holding.
  • Creative Planning first reported a position in Invesco Large Cap Growth ETF in Q1 2014 and has held it in 15 quarters since.
  • Creative Planning's Invesco Large Cap Growth ETF position peaked at $874K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.