AC
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AlphaCore Capital’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

AlphaCore Capital’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 		$106K Sell
3,366
-400
-11% -$13.3K ﹤0.01% 917
2025
Q4 		$115K Buy
+3,766
New +$120K ﹤0.01% 1066
2024
Q1 		– Sell
-350
Closed -$10.4K – 299
2023
Q4 		$10.4K Sell
350
-350
-50% -$9.66K ﹤0.01% 335
2023
Q3 		$22K Hold
700
– – ﹤0.01% 304
2023
Q2 		$28.1K Hold
700
– – ﹤0.01% 266
2023
Q1 		$28.3K Hold
700
– – 0.01% 179
2022
Q4 		$26.8K Hold
700
– – 0.01% 119
2022
Q3 		$34K Buy
+700
New +$38.1K 0.02% 96
2020
Q2 		– Sell
-45
Closed -$1K – 239
2020
Q1 		$1K Hold
45
– – ﹤0.01% 325
2019
Q4 		$2K Buy
+45
New +$1.38K ﹤0.01% 124

Other funds holding PBW

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return