Action Point Financial Planning’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Action Point Financial Planning’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	$1.06K	Buy	+27	New	+$1.05K	﹤0.01%	2468

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

Action Point Financial Planning's PBW Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q2 2026: 27 shares worth $1.06K. The stake represents ﹤0.01% of the portfolio and ranks #2468 among its holdings.

151 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Action Point Financial Planning held 27 shares of Invesco WilderHill Clean Energy ETF worth $1.06K as of Q2 2026.
Invesco WilderHill Clean Energy ETF was a new Action Point Financial Planning position in Q2 2026.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2468 holding.
151 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.