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

Stephens 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 		$228K Buy
+1,352
New +$205K ﹤0.01% 1180
2025
Q4 		– Sell
-1,602
Closed -$201K – 1368
2025
Q3 		$201K Buy
+1,602
New +$192K ﹤0.01% 1219

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

Stephens Inc's PWB Position: Q2 2026 in Review

Stephens Inc opened a new position in Invesco Large Cap Growth ETF (PWB) in Q2 2026: 1,352 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #1180 among its holdings. This is a return to the name: Stephens Inc previously reported a position in PWB as recently as Q3 2025.

Stephens Inc first reported a position in PWB in Q3 2025 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

  • Stephens Inc held 1,352 shares of Invesco Large Cap Growth ETF worth $228K as of Q2 2026.
  • Invesco Large Cap Growth ETF was a new Stephens Inc position in Q2 2026.
  • Invesco Large Cap Growth ETF made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1180 holding.
  • Stephens Inc first reported a position in Invesco Large Cap Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.