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&Partners’s Invesco Large Cap Growth ETF PWB Stock Holding History

&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
2026
Q2 		$403K Buy
2,395
+320
+15% +$48.6K ﹤0.01% 1963
2026
Q1 		$261K Sell
2,075
-75
-3% -$9.93K ﹤0.01% 2080
2025
Q4 		$273K Sell
2,150
-232
-10% -$29.5K ﹤0.01% 1966
2025
Q3 		$299K Sell
2,382
-2
-0.1% -$240 ﹤0.01% 1756
2025
Q2 		$280K Sell
2,384
-53
-2% -$5.54K ﹤0.01% 1658
2025
Q1 		$234K Buy
2,437
+80
+3% +$8.28K ﹤0.01% 1545
2024
Q4 		$244K Buy
+2,357
New +$242K ﹤0.01% 1444

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 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

&Partners's PWB Position: Q2 2026 in Review

&Partners increased its Invesco Large Cap Growth ETF (PWB) stake by 15% in Q2 2026, buying an estimated $48.6K and bringing the position to 2,395 shares worth $403K. The position accounts for ﹤0.01% of the portfolio, ranked #1963.

&Partners first reported a position in PWB in Q4 2024 and has held it in 7 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • &Partners held 2,395 shares of Invesco Large Cap Growth ETF worth $403K as of Q2 2026.
  • &Partners bought 320 Invesco Large Cap Growth ETF shares in Q2 2026, an estimated $48.6K.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1963 holding.
  • &Partners first reported a position in Invesco Large Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.