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

Vertex Planning 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	$247K	Buy	+1,469	New	+$223K	0.04%	145

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

Vertex Planning Partners's PWB Position: Q2 2026 in Review

Vertex Planning Partners opened a new position in Invesco Large Cap Growth ETF (PWB) in Q2 2026: 1,469 shares worth $247K. The stake represents 0.04% of the portfolio and ranks #145 among its holdings.

246 funds tracked by Wall St. Rank hold PWB as of Q2 2026.

Vertex Planning Partners held 1,469 shares of Invesco Large Cap Growth ETF worth $247K as of Q2 2026.
Invesco Large Cap Growth ETF was a new Vertex Planning Partners position in Q2 2026.
Invesco Large Cap Growth ETF made up 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #145 holding.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

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