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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
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $139M AUM
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

&Partners's PWB Position: Q1 2026 in Review

&Partners reduced its Invesco Large Cap Growth ETF (PWB) stake by 3.5% in Q1 2026, selling an estimated $9.93K and leaving 2,075 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

&Partners first reported a position in PWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $299K in Q3 2025. 224 funds tracked by Wall St. Rank hold PWB as of Q1 2026.

  • &Partners held 2,075 shares of Invesco Large Cap Growth ETF worth $261K as of Q1 2026.
  • &Partners sold 75 Invesco Large Cap Growth ETF shares in Q1 2026, an estimated $9.93K.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2080 holding.
  • &Partners first reported a position in Invesco Large Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • &Partners's Invesco Large Cap Growth ETF position peaked at $299K in Q3 2025.
  • 224 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.