BWM
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Bernard Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Bernard Wealth 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
Q1 		$379 Hold
12
– – ﹤0.01% 337
2025
Q4 		$367 Hold
12
– – ﹤0.01% 327
2025
Q3 		$347 Hold
12
– – ﹤0.01% 314
2025
Q2 		$240 Sell
12
-8
-40% -$138 ﹤0.01% 296
2025
Q1 		$315 Hold
20
– – ﹤0.01% 372
2024
Q4 		$401 Buy
+20
New +$408 ﹤0.01% 303

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bernard Wealth Management's PBW Position: Q1 2026 in Review

Bernard Wealth Management held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q1 2026 at 12 shares worth $379. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Bernard Wealth Management first reported a position in PBW in Q4 2024 and has held it in 6 quarters since. The position peaked at $401 in Q4 2024. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

  • Bernard Wealth Management held 12 shares of Invesco WilderHill Clean Energy ETF worth $379 as of Q1 2026.
  • Bernard Wealth Management left its Invesco WilderHill Clean Energy ETF share count unchanged in Q1 2026.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #337 holding.
  • Bernard Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $401 in Q4 2024.
  • 144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.