Harmony Asset Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Harmony Asset Management’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	$1.1M	Buy	6,557 +86	+1%	+$13K	0.3%	85
2026 Q1	$815K	Buy	6,471 +132	+2%	+$17.5K	0.25%	94
2025 Q4	$806K	Buy	6,339 +41	+0.7%	+$5.21K	0.27%	88
2025 Q3	$790K	Sell	6,298 -548	-8%	-$65.7K	0.27%	89
2025 Q2	$804K	Sell	6,846 -133	-2%	-$13.9K	0.3%	83
2025 Q1	$670K	Sell	6,979 -8	-0.1%	-$828	0.28%	89
2024 Q4	$711K	Sell	6,987 -60	-0.9%	-$6.17K	0.28%	83
2024 Q3	$695K	Buy	7,047 +82	+1%	+$7.72K	0.26%	82
2024 Q2	$658K	Buy	6,965 +7	+0.1%	+$626	0.28%	77
2024 Q1	$621K	Buy	6,958 +1,026	+17%	+$87K	0.26%	82
2023 Q4	$461K	Buy	+5,932	New	+$428K	0.19%	87

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

Harmony Asset Management's PWB Position: Q2 2026 in Review

Harmony Asset Management increased its Invesco Large Cap Growth ETF (PWB) stake by 1.3% in Q2 2026, buying an estimated $13K and bringing the position to 6,557 shares worth $1.1M. The position accounts for 0.3% of the portfolio, ranked #85.

Harmony Asset Management first reported a position in PWB in Q4 2023 and has held it in 11 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Harmony Asset Management held 6,557 shares of Invesco Large Cap Growth ETF worth $1.1M as of Q2 2026.
Harmony Asset Management bought 86 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $13K.
Invesco Large Cap Growth ETF made up 0.3% of Harmony Asset Management's portfolio in Q2 2026, its #85 holding.
Harmony Asset Management first reported a position in Invesco Large Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.