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

Advisors Preferred’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 Q1	$21.4K	Buy	677 +366	+118%	+$12.2K	﹤0.01%	210
2025 Q4	$10.1K	Sell	311 -1,074	-78%	-$34.2K	﹤0.01%	218
2025 Q3	$42.3K	Buy	+1,385	New	+$34.2K	0.01%	222
2020 Q3	–	Sell	-243	Closed	-$10K	–	158
2020 Q2	$10K	Buy	243 +5	+2%	+$167	﹤0.01%	131
2020 Q1	$6K	Sell	238 -3,077	-93%	-$109K	﹤0.01%	111
2019 Q4	$113K	Sell	3,315 -1,556	-32%	-$47.6K	0.03%	142
2019 Q3	$142K	Buy	4,871 +1,433	+42%	+$42.9K	0.04%	93
2019 Q2	$103K	Buy	+3,438	New	+$97.1K	0.04%	108
2018 Q3	–	Sell	-7,052	Closed	-$176K	–	239
2018 Q2	$176K	Sell	7,052 -1,467	-17%	-$37.4K	0.08%	90
2018 Q1	$213K	Sell	8,519 -7,743	-48%	-$193K	0.1%	69
2017 Q4	$412K	Buy	+16,262	New	+$400K	0.18%	50
2017 Q3	–	Sell	-7,788	Closed	-$169K	–	270
2017 Q2	$169K	Buy	+7,788	New	+$162K	0.09%	82
2014 Q4	–	Sell	-114	Closed	-$3.6K	–	323
2014 Q3	$3.6K	Sell	114 -618	-84%	-$20.5K	﹤0.01%	202
2014 Q2	$25.2K	Sell	732 -160	-18%	-$5.26K	0.01%	219
2014 Q1	$31.6K	Sell	892 -1,600	-64%	-$55.7K	0.01%	277
2013 Q4	$79K	Buy	+2,492	New	+$80K	0.04%	165

Other funds holding PBW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisors Preferred's PBW Position: Q1 2026 in Review

Advisors Preferred increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 118% in Q1 2026, buying an estimated $12.2K and bringing the position to 677 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Advisors Preferred first reported a position in PBW in Q4 2013 and has held it in 16 quarters since. The position peaked at $412K in Q4 2017. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

Advisors Preferred held 677 shares of Invesco WilderHill Clean Energy ETF worth $21.4K as of Q1 2026.
Advisors Preferred bought 366 Invesco WilderHill Clean Energy ETF shares in Q1 2026, an estimated $12.2K.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Advisors Preferred's portfolio in Q1 2026, its #210 holding.
Advisors Preferred first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2013 and has held it in 16 quarters since.
Advisors Preferred's Invesco WilderHill Clean Energy ETF position peaked at $412K in Q4 2017.
144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.