Cresset Asset Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Cresset Asset Management’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	$281K	Buy	1,668 +55	+3%	+$8.35K	﹤0.01%	1420
2026 Q1	$203K	Hold	1,613	–	–	﹤0.01%	1466
2025 Q4	$205K	Hold	1,613	–	–	﹤0.01%	1487
2025 Q3	$202K	Buy	+1,613	New	+$193K	﹤0.01%	1421

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 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

Cresset Asset Management's PWB Position: Q2 2026 in Review

Cresset Asset Management increased its Invesco Large Cap Growth ETF (PWB) stake by 3.4% in Q2 2026, buying an estimated $8.35K and bringing the position to 1,668 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Cresset Asset Management first reported a position in PWB in Q3 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Cresset Asset Management held 1,668 shares of Invesco Large Cap Growth ETF worth $281K as of Q2 2026.
Cresset Asset Management bought 55 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $8.35K.
Invesco Large Cap Growth ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1420 holding.
Cresset Asset Management first reported a position in Invesco Large Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.