Matthew Hamilton Rosenberg’s Invesco Large Cap Growth ETF PWB Stock Holding History

Matthew Hamilton Rosenberg’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	$170K	Hold	1,012	–	–	0.03%	263
2026 Q1	$127K	Hold	1,012	–	–	0.03%	284
2025 Q4	$129K	Hold	1,012	–	–	0.03%	287
2025 Q3	$127K	Hold	1,012	–	–	0.03%	279
2025 Q2	$119K	Hold	1,012	–	–	0.03%	294
2025 Q1	$97.2K	Hold	1,012	–	–	0.02%	322
2024 Q4	$103K	Hold	1,012	–	–	0.03%	311
2024 Q3	$99.9K	Hold	1,012	–	–	0.03%	323
2024 Q2	$95.6K	Hold	1,012	–	–	0.03%	305
2024 Q1	$90.4K	Hold	1,012	–	–	0.03%	331
2023 Q4	$78.6K	Hold	1,012	–	–	0.02%	349
2023 Q3	$68.6K	Hold	1,012	–	–	0.02%	355
2023 Q2	$71.5K	Buy	1,012 +2	+0.2%	+$133	0.02%	368
2023 Q1	$65.6K	Hold	1,010	–	–	0.02%	402
2022 Q4	$60.3K	Hold	1,010	–	–	0.02%	415
2022 Q3	$58K	Hold	1,010	–	–	0.02%	401
2022 Q2	$59K	Hold	1,010	–	–	0.02%	412
2022 Q1	$73K	Hold	1,010	–	–	0.03%	373
2021 Q4	$82K	Hold	1,010	–	–	0.03%	337
2021 Q3	$75K	Hold	1,010	–	–	0.03%	332
2021 Q2	$75K	Hold	1,010	–	–	0.04%	307
2021 Q1	$69K	Hold	1,010	–	–	0.04%	304
2020 Q4	$68K	Hold	1,010	–	–	0.04%	289
2020 Q3	$63K	Hold	1,010	–	–	0.05%	281
2020 Q2	$55K	Hold	1,010	–	–	0.04%	291
2020 Q1	$45K	Buy	+1,010	New	+$50.3K	0.04%	272

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

Matthew Hamilton Rosenberg's PWB Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 1,012 shares worth $170K. The position accounts for 0.03% of the portfolio, ranked #263.

Matthew Hamilton Rosenberg first reported a position in PWB in Q1 2020 and has held it in 26 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Matthew Hamilton Rosenberg held 1,012 shares of Invesco Large Cap Growth ETF worth $170K as of Q2 2026.
Matthew Hamilton Rosenberg left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
Invesco Large Cap Growth ETF made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #263 holding.
Matthew Hamilton Rosenberg first reported a position in Invesco Large Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.