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Harbor Investment Advisory’s Invesco Large Cap Growth ETF PWB Stock Holding History

Harbor Investment Advisory’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
Q3 		$43K Hold
265
– – ﹤0.01% 806
2026
Q2 		$44.6K Hold
265
– – ﹤0.01% 783
2026
Q1 		$33.4K Sell
265
-976
-79% -$129K ﹤0.01% 681
2025
Q4 		$158K Hold
1,241
– – 0.01% 439
2025
Q3 		$156K Hold
1,241
– – 0.01% 424
2025
Q2 		$146K Sell
1,241
-50
-4% -$5.23K 0.01% 423
2025
Q1 		$124K Hold
1,291
– – 0.01% 432
2024
Q4 		$131K Sell
1,291
-22
-2% -$2.26K 0.01% 407
2024
Q3 		$130K Hold
1,313
– – 0.01% 401
2024
Q2 		$124K Hold
1,313
– – 0.01% 401
2024
Q1 		$117K Sell
1,313
-50
-4% -$4.24K 0.01% 418
2023
Q4 		$106K Sell
1,363
-75
-5% -$5.42K 0.01% 411
2023
Q3 		$97.5K Hold
1,438
– – 0.01% 403
2023
Q2 		$102K Hold
1,438
– – 0.01% 496
2023
Q1 		$93.5K Hold
1,438
– – 0.01% 511
2022
Q4 		$85.9K Hold
1,438
– – 0.01% 532
2022
Q3 		$82K Hold
1,438
– – 0.01% 517
2022
Q2 		$84K Buy
1,438
+963
+203% +$61.4K 0.01% 549
2022
Q1 		$34K Sell
475
-175
-27% -$12.5K ﹤0.01% 834
2021
Q4 		$53K Sell
650
-1,047
-62% -$82.5K 0.01% 729
2021
Q3 		$126K Buy
1,697
+947
+126% +$72.5K 0.02% 463
2021
Q2 		$56K Hold
750
– – 0.01% 677
2021
Q1 		$51K Hold
750
– – 0.01% 682
2020
Q4 		$51K Hold
750
– – 0.01% 623
2020
Q3 		$46K Hold
750
– – 0.01% 518
2020
Q2 		$41K Hold
750
– – 0.01% 478
2020
Q1 		$33K Hold
750
– – 0.01% 476
2019
Q4 		$39K Buy
+750
New +$36.9K 0.01% 455

Other funds holding PWB

AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
CICC
Capital Investment Counsel (Colorado) Denver, Colorado $805M AUM 13.84% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FWP
Firethorn Wealth Partners Augusta, Georgia $313M AUM 15.55% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Harbor Investment Advisory's PWB Position: Q3 2026 in Review

Harbor Investment Advisory held its Invesco Large Cap Growth ETF (PWB) position steady in Q3 2026 at 265 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Harbor Investment Advisory first reported a position in PWB in Q4 2019 and has held it in 28 quarters since. The position peaked at $158K in Q4 2025. 30 funds tracked by Wall St. Rank hold PWB as of Q3 2026.

  • Harbor Investment Advisory held 265 shares of Invesco Large Cap Growth ETF worth $43K as of Q3 2026.
  • Harbor Investment Advisory left its Invesco Large Cap Growth ETF share count unchanged in Q3 2026.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #806 holding.
  • Harbor Investment Advisory first reported a position in Invesco Large Cap Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • Harbor Investment Advisory's Invesco Large Cap Growth ETF position peaked at $158K in Q4 2025.
  • 30 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.