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John Overdeck’s Invesco Large Cap Growth ETF PWB Stock Holding History

John Overdeck’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 		$15.3M Buy
91,100
+21,900
+32% +$3.32M 0.01% 1212
2026
Q1 		$8.71M Buy
69,200
+44,100
+176% +$5.84M 0.01% 1497
2025
Q4 		$3.19M Buy
25,100
+2,400
+11% +$305K ﹤0.01% 2097
2025
Q3 		$2.85M Sell
22,700
-6,600
-23% -$791K ﹤0.01% 1888
2025
Q2 		$3.44M Buy
+29,300
New +$3.06M 0.01% 1477
2024
Q2 		– Sell
-3,600
Closed -$321K – 3265
2024
Q1 		$321K Buy
+3,600
New +$305K ﹤0.01% 2534

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
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

John Overdeck's PWB Position: Q2 2026 in Review

John Overdeck increased its Invesco Large Cap Growth ETF (PWB) stake by 32% in Q2 2026, buying an estimated $3.32M and bringing the position to 91,100 shares worth $15.3M. The position accounts for 0.01% of the portfolio, ranked #1212.

John Overdeck first reported a position in PWB in Q1 2024 and has held it in 6 quarters since. 245 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • John Overdeck held 91,100 shares of Invesco Large Cap Growth ETF worth $15.3M as of Q2 2026.
  • John Overdeck bought 21,900 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $3.32M.
  • Invesco Large Cap Growth ETF made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1212 holding.
  • John Overdeck first reported a position in Invesco Large Cap Growth ETF in Q1 2024 and has held it in 6 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.