Focus Partners Wealth
PWB icon

Focus Partners Wealth’s Invesco Large Cap Growth ETF PWB Stock Holding History

Focus Partners Wealth’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 		$423K Buy
2,509
+120
+5% +$18.2K ﹤0.01% 2062
2026
Q1 		$301K Sell
2,389
-198
-8% -$26.2K ﹤0.01% 2197
2025
Q4 		$328K Buy
+2,587
New +$329K ﹤0.01% 2174

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 15.43% 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

Focus Partners Wealth's PWB Position: Q2 2026 in Review

Focus Partners Wealth increased its Invesco Large Cap Growth ETF (PWB) stake by 5% in Q2 2026, buying an estimated $18.2K and bringing the position to 2,509 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Focus Partners Wealth first reported a position in PWB in Q4 2025 and has held it in 3 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Focus Partners Wealth held 2,509 shares of Invesco Large Cap Growth ETF worth $423K as of Q2 2026.
  • Focus Partners Wealth bought 120 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $18.2K.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2062 holding.
  • Focus Partners Wealth first reported a position in Invesco Large Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.