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 Q2	$131K	Buy	3,369 +3	+0.1%	+$117	﹤0.01%	1178
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

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

AlphaCore Capital's PBW Position: Q2 2026 in Review

AlphaCore Capital increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 0.09% in Q2 2026, buying an estimated $117 and bringing the position to 3,369 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

AlphaCore Capital first reported a position in PBW in Q4 2019 and has held it in 11 quarters since. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

AlphaCore Capital held 3,369 shares of Invesco WilderHill Clean Energy ETF worth $131K as of Q2 2026.
AlphaCore Capital bought 3 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $117.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1178 holding.
AlphaCore Capital first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2019 and has held it in 11 quarters since.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.