Basso Capital Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Basso Capital Management’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	$1.11M	Buy	+28,505	New	+$1.11M	0.24%	59

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NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Basso Capital Management's PBW Position: Q2 2026 in Review

Basso Capital Management opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q2 2026: 28,505 shares worth $1.11M. The stake represents 0.24% of the portfolio and ranks #59 among its holdings.

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

Basso Capital Management held 28,505 shares of Invesco WilderHill Clean Energy ETF worth $1.11M as of Q2 2026.
Invesco WilderHill Clean Energy ETF was a new Basso Capital Management position in Q2 2026.
Invesco WilderHill Clean Energy ETF made up 0.24% of Basso Capital Management's portfolio in Q2 2026, its #59 holding.
45 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Basso Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.