Harbor Asset Planning’s Invesco Large Cap Growth ETF PWB Stock Holding History

Harbor Asset Planning’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	$533K	Buy	3,164 +595	+23%	+$90.3K	0.4%	57
2026 Q1	$324K	Buy	2,569 +651	+34%	+$86.2K	0.27%	75
2025 Q4	$244K	Hold	1,918	–	–	0.21%	84
2025 Q3	$241K	Hold	1,918	–	–	0.22%	80
2025 Q2	$225K	Buy	+1,918	New	+$201K	0.22%	81

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

Harbor Asset Planning's PWB Position: Q2 2026 in Review

Harbor Asset Planning increased its Invesco Large Cap Growth ETF (PWB) stake by 23% in Q2 2026, buying an estimated $90.3K and bringing the position to 3,164 shares worth $533K. The position accounts for 0.4% of the portfolio, ranked #57.

Harbor Asset Planning first reported a position in PWB in Q2 2025 and has held it in 5 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Harbor Asset Planning held 3,164 shares of Invesco Large Cap Growth ETF worth $533K as of Q2 2026.
Harbor Asset Planning bought 595 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $90.3K.
Invesco Large Cap Growth ETF made up 0.4% of Harbor Asset Planning's portfolio in Q2 2026, its #57 holding.
Harbor Asset Planning first reported a position in Invesco Large Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.