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

Envision Financial Transparency’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	$965K	Buy	+7,664	New	+$1.01M	0.94%	22

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

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

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

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

Envision Financial Transparency's PWB Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in Invesco Large Cap Growth ETF (PWB) in Q1 2026: 7,664 shares worth $965K. The stake represents 0.94% of the portfolio and ranks #22 among its holdings.

224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

Envision Financial Transparency held 7,664 shares of Invesco Large Cap Growth ETF worth $965K as of Q1 2026.
Invesco Large Cap Growth ETF was a new Envision Financial Transparency position in Q1 2026.
Invesco Large Cap Growth ETF made up 0.94% of Envision Financial Transparency's portfolio in Q1 2026, its #22 holding.
224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.