Global Retirement Partners’s Invesco Large Cap Growth ETF PWB Stock Holding History

Global Retirement Partners’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	$1.28M	Buy	+7,608	New	+$1.15M	0.02%	661
2025 Q4	$154K	Hold	1,215	–	–	﹤0.01%	1633
2025 Q3	$152K	Hold	1,215	–	–	﹤0.01%	1312
2025 Q2	$143K	Buy	+1,215	New	+$127K	﹤0.01%	1252
2024 Q4	$124K	Sell	1,215 -55	-4%	-$5.66K	﹤0.01%	1170
2024 Q3	$125K	Buy	1,270 +1,115	+719%	+$105K	﹤0.01%	1126
2024 Q2	$14.6K	Sell	155 -25	-14%	-$2.23K	﹤0.01%	2138
2024 Q1	$16.1K	Sell	180 -230	-56%	-$19.5K	﹤0.01%	1902
2023 Q4	$32.5K	Buy	410 +230	+128%	+$16.6K	﹤0.01%	1541
2023 Q3	$12.1K	Hold	180	–	–	﹤0.01%	1869
2023 Q2	$12.7K	Hold	180	–	–	﹤0.01%	1874
2023 Q1	$11.6K	Buy	180 +25	+16%	+$1.57K	﹤0.01%	1868
2022 Q4	$9.26K	Hold	155	–	–	﹤0.01%	1813
2022 Q3	$10K	Buy	+155	New	+$9.73K	﹤0.01%	1696
2018 Q3	–	Sell	-552	Closed	-$25K	–	1570
2018 Q2	$25K	Hold	552	–	–	0.01%	728
2018 Q1	$24K	Hold	552	–	–	0.01%	711
2017 Q4	$23K	Hold	552	–	–	0.01%	690
2017 Q3	$21K	Hold	552	–	–	0.01%	636
2017 Q2	$20K	Hold	552	–	–	0.01%	606
2017 Q1	$19K	Hold	552	–	–	0.01%	569
2016 Q4	$18K	Buy	+552	New	+$17.4K	0.01%	539

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

Global Retirement Partners's PWB Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco Large Cap Growth ETF (PWB) in Q2 2026: 7,608 shares worth $1.28M. The stake represents 0.02% of the portfolio and ranks #661 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PWB as recently as Q4 2025.

Global Retirement Partners first reported a position in PWB in Q4 2016 and has held it in 21 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Global Retirement Partners held 7,608 shares of Invesco Large Cap Growth ETF worth $1.28M as of Q2 2026.
Invesco Large Cap Growth ETF was a new Global Retirement Partners position in Q2 2026.
Invesco Large Cap Growth ETF made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #661 holding.
Global Retirement Partners first reported a position in Invesco Large Cap Growth ETF in Q4 2016 and has held it in 21 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.