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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
Q2 		– Sell
-7,664
Closed -$965K – 82
2026
Q1 		$965K Buy
+7,664
New +$1.01M 0.94% 22

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

Envision Financial Transparency's PWB Position: Q2 2026 in Review

Envision Financial Transparency sold out of Invesco Large Cap Growth ETF (PWB) in Q2 2026, closing a stake of 7,664 shares — an estimated $965K sold.

Envision Financial Transparency first reported a position in PWB in Q1 2026 and held it in 1 quarter. The position peaked at $965K in Q1 2026. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Envision Financial Transparency reported no remaining Invesco Large Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Envision Financial Transparency sold 7,664 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $965K.
  • Envision Financial Transparency first reported a position in Invesco Large Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Envision Financial Transparency's Invesco Large Cap Growth ETF position peaked at $965K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Envision Financial Transparency's 13F filing for Q2 2026, filed 21 Aug 2026.