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Benjamin Edwards Inc’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Benjamin Edwards Inc’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 		$1.81M Buy
+46,305
New +$1.8M 0.02% 610
2026
Q1 		– Sell
-28,266
Closed -$863K – 1400
2025
Q4 		$863K Sell
28,266
-25,052
-47% -$798K 0.01% 764
2025
Q3 		$1.54M Buy
+53,318
New +$1.32M 0.02% 566

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

Benjamin Edwards Inc's PBW Position: Q2 2026 in Review

Benjamin Edwards Inc opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q2 2026: 46,305 shares worth $1.81M. The stake represents 0.02% of the portfolio and ranks #610 among its holdings. This is a return to the name: Benjamin Edwards Inc previously reported a position in PBW as recently as Q4 2025.

Benjamin Edwards Inc first reported a position in PBW in Q3 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Benjamin Edwards Inc held 46,305 shares of Invesco WilderHill Clean Energy ETF worth $1.81M as of Q2 2026.
  • Invesco WilderHill Clean Energy ETF was a new Benjamin Edwards Inc position in Q2 2026.
  • Invesco WilderHill Clean Energy ETF made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #610 holding.
  • Benjamin Edwards Inc first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.