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

Beacon Pointe 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 		$1.05M Sell
26,992
-9,129
-25% -$355K ﹤0.01% 1013
2026
Q1 		$1.14M Sell
36,121
-12,862
-26% -$429K 0.01% 943
2025
Q4 		$1.5M Buy
+48,983
New +$1.56M 0.01% 701

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Pointe Advisors's PBW Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 25% in Q2 2026, selling an estimated $355K and leaving 26,992 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1013.

Beacon Pointe Advisors first reported a position in PBW in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.5M in Q4 2025. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Beacon Pointe Advisors held 26,992 shares of Invesco WilderHill Clean Energy ETF worth $1.05M as of Q2 2026.
  • Beacon Pointe Advisors sold 9,129 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $355K.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1013 holding.
  • Beacon Pointe Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Invesco WilderHill Clean Energy ETF position peaked at $1.5M in Q4 2025.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.