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

Aptus Capital 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	$5.46K	Hold	140	–	–	﹤0.01%	1666
2026 Q1	$4.42K	Buy	+140	New	+$4.67K	﹤0.01%	1576
2025 Q1	–	Sell	-140	Closed	-$2.8K	–	1487
2024 Q4	$2.8K	Sell	140 -160	-53%	-$3.26K	﹤0.01%	1364
2024 Q3	$6.01K	Buy	300 +50	+20%	+$996	﹤0.01%	1134
2024 Q2	$5.04K	Hold	250	–	–	﹤0.01%	1074
2024 Q1	$5.76K	Buy	250 +25	+11%	+$601	﹤0.01%	1073
2023 Q4	$6.69K	Buy	+225	New	+$6.21K	﹤0.01%	823
2021 Q3	–	Sell	-100	Closed	-$9K	–	587
2021 Q2	$9K	Hold	100	–	–	﹤0.01%	505
2021 Q1	$10K	Hold	100	–	–	﹤0.01%	463
2020 Q4	$10K	Hold	100	–	–	﹤0.01%	416
2020 Q3	$6K	Buy	+100	New	+$5.2K	﹤0.01%	433

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

Aptus Capital Advisors's PBW Position: Q2 2026 in Review

Aptus Capital Advisors held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2026 at 140 shares worth $5.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1666.

Aptus Capital Advisors first reported a position in PBW in Q3 2020 and has held it in 11 quarters since. The position peaked at $10K in Q1 2021. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Aptus Capital Advisors held 140 shares of Invesco WilderHill Clean Energy ETF worth $5.46K as of Q2 2026.
Aptus Capital Advisors left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2026.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1666 holding.
Aptus Capital Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2020 and has held it in 11 quarters since.
Aptus Capital Advisors's Invesco WilderHill Clean Energy ETF position peaked at $10K in Q1 2021.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.