Jones Financial Companies
PWB icon

Jones Financial Companies’s Invesco Large Cap Growth ETF PWB Stock Holding History

Jones Financial Companies’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 		$17.6M Buy
110,338
+35,415
+47% +$5.37M 0.01% 715
2026
Q1 		$9.24M Buy
74,923
+8,492
+13% +$1.12M ﹤0.01% 851
2025
Q4 		$8.44M Buy
66,431
+9,482
+17% +$1.2M 0.01% 495
2025
Q3 		$7.04M Buy
56,949
+7,410
+15% +$888K ﹤0.01% 485
2025
Q2 		$5.74M Buy
49,539
+13,319
+37% +$1.39M ﹤0.01% 460
2025
Q1 		$3.47M Buy
36,220
+26,272
+264% +$2.72M ﹤0.01% 511
2024
Q4 		$1.01M Buy
9,948
+9,316
+1,474% +$958K ﹤0.01% 741
2024
Q3 		$62.3K Buy
+632
New +$59.5K ﹤0.01% 1565

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 15.43% 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

Jones Financial Companies's PWB Position: Q2 2026 in Review

Jones Financial Companies increased its Invesco Large Cap Growth ETF (PWB) stake by 47% in Q2 2026, buying an estimated $5.37M and bringing the position to 110,338 shares worth $17.6M. The position accounts for 0.01% of the portfolio, ranked #715.

Jones Financial Companies first reported a position in PWB in Q3 2024 and has held it in 8 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Jones Financial Companies held 110,338 shares of Invesco Large Cap Growth ETF worth $17.6M as of Q2 2026.
  • Jones Financial Companies bought 35,415 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $5.37M.
  • Invesco Large Cap Growth ETF made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #715 holding.
  • Jones Financial Companies first reported a position in Invesco Large Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.