1620 Investment Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

1620 Investment Advisors’s Portfolio PBW Stock Details PBW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.7K	Hold	351	–	–	0.01%	452
2026 Q1	$11.1K	Hold	351	–	–	0.01%	459
2025 Q4	$10.7K	Hold	351	–	–	0.01%	456
2025 Q3	$10.1K	Hold	351	–	–	0.01%	452
2025 Q2	$6.99K	Hold	351	–	–	0.01%	497
2025 Q1	$5.53K	Hold	351	–	–	﹤0.01%	505
2024 Q4	$7.02K	Hold	351	–	–	0.01%	499
2024 Q3	$7.03K	Buy	351 +140	+66%	+$2.79K	0.01%	495
2024 Q2	$4.25K	Buy	+211	New	+$4.54K	﹤0.01%	519

Other funds holding PBW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1620 Investment Advisors's PBW Position: Q2 2026 in Review

1620 Investment Advisors held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2026 at 351 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #452.

1620 Investment Advisors first reported a position in PBW in Q2 2024 and has held it in 9 quarters since. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

1620 Investment Advisors held 351 shares of Invesco WilderHill Clean Energy ETF worth $13.7K as of Q2 2026.
1620 Investment Advisors left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2026.
Invesco WilderHill Clean Energy ETF made up 0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #452 holding.
1620 Investment Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2024 and has held it in 9 quarters since.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.