NFP Retirement Inc’s Invesco Large Cap Growth ETF PWB Stock Holding History

NFP Retirement Inc’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	$2.07M	Hold	12,267	–	–	0.11%	105
2026 Q1	$1.54M	Hold	12,267	–	–	0.09%	119
2025 Q4	$1.56M	Hold	12,267	–	–	0.09%	114
2025 Q3	$1.54M	Sell	12,267 -248	-2%	-$29.7K	0.1%	111
2025 Q2	$1.47M	Hold	12,515	–	–	0.1%	112
2025 Q1	$1.2M	Sell	12,515 -200	-2%	-$20.7K	0.1%	108
2024 Q4	$1.29M	Sell	12,715 -200	-2%	-$20.6K	0.1%	105
2024 Q3	$1.27M	Hold	12,915	–	–	0.1%	108
2024 Q2	$1.22M	Hold	12,915	–	–	0.1%	102
2024 Q1	$1.15M	Sell	12,915 -350	-3%	-$29.7K	0.1%	108
2023 Q4	$1.03M	Sell	13,265 -200	-1%	-$14.4K	0.17%	95
2023 Q3	$913K	Sell	13,465 -370	-3%	-$26.1K	0.17%	99
2023 Q2	$977K	Sell	13,835 -300	-2%	-$19.9K	0.18%	96
2023 Q1	$919K	Hold	14,135	–	–	0.18%	103
2022 Q4	$844K	Hold	14,135	–	–	0.19%	100
2022 Q3	$805K	Sell	14,135 -430	-3%	-$27K	0.2%	100
2022 Q2	$855K	Sell	14,565 -500	-3%	-$31.9K	0.22%	87
2022 Q1	$1.09M	Buy	+15,065	New	+$1.08M	0.26%	78

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

NFP Retirement Inc's PWB Position: Q2 2026 in Review

NFP Retirement Inc held its Invesco Large Cap Growth ETF (PWB) position steady in Q2 2026 at 12,267 shares worth $2.07M. The position accounts for 0.11% of the portfolio, ranked #105.

NFP Retirement Inc first reported a position in PWB in Q1 2022 and has held it in 18 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

NFP Retirement Inc held 12,267 shares of Invesco Large Cap Growth ETF worth $2.07M as of Q2 2026.
NFP Retirement Inc left its Invesco Large Cap Growth ETF share count unchanged in Q2 2026.
Invesco Large Cap Growth ETF made up 0.11% of NFP Retirement Inc's portfolio in Q2 2026, its #105 holding.
NFP Retirement Inc first reported a position in Invesco Large Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.