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Regatta Research & Money Management’s Invesco Large Cap Growth ETF PWB Stock Holding History

Regatta Research & Money 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 		$610K Buy
+3,623
New +$550K 0.58% 39

Other funds holding PWB

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 25.4% 1-Year Est. Return
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $553M AUM 31.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $281M AUM 93.52% 1-Year Est. Return

Regatta Research & Money Management's PWB Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Invesco Large Cap Growth ETF (PWB) in Q2 2026: 3,623 shares worth $610K. The stake represents 0.58% of the portfolio and ranks #39 among its holdings.

185 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Regatta Research & Money Management held 3,623 shares of Invesco Large Cap Growth ETF worth $610K as of Q2 2026.
  • Invesco Large Cap Growth ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Invesco Large Cap Growth ETF made up 0.58% of Regatta Research & Money Management's portfolio in Q2 2026, its #39 holding.
  • 185 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.