Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Cambridge Investment Research 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 		$295K Sell
7,567
-425
-5% -$16.5K ﹤0.01% 3223
2026
Q1 		$252K Sell
7,992
-19,685
-71% -$657K ﹤0.01% 3442
2025
Q4 		$845K Sell
27,677
-931
-3% -$29.6K ﹤0.01% 2234
2025
Q3 		$826K Buy
+28,608
New +$706K ﹤0.01% 2200
2025
Q1 		– Sell
-12,393
Closed -$248K – 3598
2024
Q4 		$248K Sell
12,393
-678
-5% -$13.8K ﹤0.01% 3002
2024
Q3 		$262K Sell
13,071
-3,290
-20% -$65.6K ﹤0.01% 2931
2024
Q2 		$330K Sell
16,361
-21,458
-57% -$462K ﹤0.01% 2627
2024
Q1 		$872K Sell
37,819
-2,640
-7% -$63.4K ﹤0.01% 1819
2023
Q4 		$1.2M Sell
40,459
-1,743
-4% -$48.1K 0.01% 1529
2023
Q3 		$1.33M Sell
42,202
-1,117
-3% -$42.2K 0.01% 1390
2023
Q2 		$1.74M Buy
43,319
+2,632
+6% +$98K 0.01% 1251
2023
Q1 		$1.64M Buy
40,687
+983
+2% +$41.4K 0.01% 1240
2022
Q4 		$1.52M Sell
39,704
-1,555
-4% -$69.2K 0.01% 1246
2022
Q3 		$1.99M Sell
41,259
-920
-2% -$50.1K 0.01% 1035
2022
Q2 		$1.93M Sell
42,179
-1,425
-3% -$74.8K 0.01% 1065
2022
Q1 		$2.84M Sell
43,604
-15,448
-26% -$926K 0.01% 950
2021
Q4 		$4.22M Sell
59,052
-7,284
-11% -$596K 0.02% 720
2021
Q3 		$5.12M Sell
66,336
-3,443
-5% -$281K 0.03% 595
2021
Q2 		$6.5M Sell
69,779
-7,237
-9% -$627K 0.03% 512
2021
Q1 		$7.58M Buy
77,016
+13,255
+21% +$1.52M 0.04% 417
2020
Q4 		$6.59M Buy
63,761
+13,860
+28% +$1.12M 0.04% 425
2020
Q3 		$3.03M Buy
49,901
+36,873
+283% +$1.92M 0.02% 615
2020
Q2 		$529K Buy
13,028
+4,301
+49% +$143K ﹤0.01% 1517
2020
Q1 		$234K Buy
8,727
+1,185
+16% +$41.9K ﹤0.01% 1834
2019
Q4 		$258K Buy
+7,542
New +$231K ﹤0.01% 2016
2017
Q4 		– Sell
-3,842
Closed -$90K – 2143
2017
Q3 		$90K Sell
3,842
-348
-8% -$7.74K ﹤0.01% 1930
2017
Q2 		$91K Buy
4,190
+635
+18% +$13.2K ﹤0.01% 1853
2017
Q1 		$71K Buy
3,555
+2
+0.1% +$39 ﹤0.01% 1714
2016
Q4 		$65K Buy
3,553
+533
+18% +$9.94K ﹤0.01% 1616
2016
Q3 		$58K Sell
3,020
-161
-5% -$3.11K ﹤0.01% 1693
2016
Q2 		$61K Buy
3,181
+5
+0.2% +$98 ﹤0.01% 1511
2016
Q1 		$64K Buy
3,176
+155
+5% +$3.1K ﹤0.01% 1542
2015
Q4 		$72K Buy
3,021
+187
+7% +$4.17K ﹤0.01% 1511
2015
Q3 		$58K Buy
2,834
+375
+15% +$8.71K ﹤0.01% 1387
2015
Q2 		$67K Buy
2,459
+125
+5% +$3.58K ﹤0.01% 1392
2015
Q1 		$65K Buy
2,334
+289
+14% +$7.66K ﹤0.01% 1364
2014
Q4 		$54K Buy
+2,045
New +$57.2K ﹤0.01% 1327
2014
Q2 		– Sell
-2,239
Closed -$79K – 1363
2014
Q1 		$79K Buy
+2,239
New +$77.9K ﹤0.01% 1250
2013
Q4 		– Sell
-2,039
Closed -$65K – 1266
2013
Q3 		$65K Sell
2,039
-2,992
-59% -$86.5K ﹤0.01% 1160
2013
Q2 		$136K Buy
+5,031
New +$125K 0.01% 1025

Other funds holding PBW

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return

Cambridge Investment Research Advisors's PBW Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 5.3% in Q2 2026, selling an estimated $16.5K and leaving 7,567 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #3223.

Cambridge Investment Research Advisors first reported a position in PBW in Q2 2013 and has held it in 40 quarters since. The position peaked at $7.58M in Q1 2021. 45 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Cambridge Investment Research Advisors held 7,567 shares of Invesco WilderHill Clean Energy ETF worth $295K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 425 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $16.5K.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3223 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2013 and has held it in 40 quarters since.
  • Cambridge Investment Research Advisors's Invesco WilderHill Clean Energy ETF position peaked at $7.58M in Q1 2021.
  • 45 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.