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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $139M AUM
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harbor Asset Planning's PWB Position: Q1 2026 in Review

Harbor Asset Planning increased its Invesco Large Cap Growth ETF (PWB) stake by 34% in Q1 2026, buying an estimated $86.2K and bringing the position to 2,569 shares worth $324K. The position accounts for 0.27% of the portfolio, ranked #75.

Harbor Asset Planning first reported a position in PWB in Q2 2025 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • Harbor Asset Planning held 2,569 shares of Invesco Large Cap Growth ETF worth $324K as of Q1 2026.
  • Harbor Asset Planning bought 651 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $86.2K.
  • Invesco Large Cap Growth ETF made up 0.27% of Harbor Asset Planning's portfolio in Q1 2026, its #75 holding.
  • Harbor Asset Planning first reported a position in Invesco Large Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.