Welch Financial Planning’s Invesco Large Cap Growth ETF PWB Stock Holding History

Welch Financial Planning’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	$9M	Buy	+53,401	New	+$8.1M	5.24%	6

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

Welch Financial Planning's PWB Position: Q2 2026 in Review

Welch Financial Planning opened a new position in Invesco Large Cap Growth ETF (PWB) in Q2 2026: 53,401 shares worth $9M. The stake represents 5.24% of the portfolio and ranks #6 among its holdings.

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

Welch Financial Planning held 53,401 shares of Invesco Large Cap Growth ETF worth $9M as of Q2 2026.
Invesco Large Cap Growth ETF was a new Welch Financial Planning position in Q2 2026.
Invesco Large Cap Growth ETF made up 5.24% of Welch Financial Planning's portfolio in Q2 2026, its #6 holding.
246 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.