Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Invesco Large Cap Growth ETF PWB Stock Holding History

Kovitz Investment Group Partners’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
2025
Q3 		– Sell
-1,979
Closed -$232K – 1467
2025
Q2 		$232K Buy
+1,979
New +$207K ﹤0.01% 1232

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Cambridge Investment Research Advisors
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UBS Group
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AWM
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Ameriprise
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WBG
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GSIAS
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Kovitz Investment Group Partners's PWB Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2025, closing a stake of 1,979 shares — an estimated $232K sold.

Kovitz Investment Group Partners first reported a position in PWB in Q2 2025 and held it in 1 quarter. The position peaked at $232K in Q2 2025. 197 funds tracked by Wall St. Rank hold PWB as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining Invesco Large Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,979 Invesco Large Cap Growth ETF shares in Q3 2025, an estimated $232K.
  • Kovitz Investment Group Partners first reported a position in Invesco Large Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Invesco Large Cap Growth ETF position peaked at $232K in Q2 2025.
  • 197 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.