Capital Advisors Ltd
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Capital Advisors Ltd’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Capital Advisors Ltd’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
Q3 		– Sell
-260
Closed -$10K – 1608
2026
Q2 		$10K Buy
+260
New +$10.1K ﹤0.01% 856

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Fortis Group Advisors
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Osaic Holdings
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Cetera Investment Advisers
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Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Capital Advisors Ltd's PBW Position: Q3 2026 in Review

Capital Advisors Ltd sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2026, closing a stake of 260 shares — an estimated $10K sold.

Capital Advisors Ltd first reported a position in PBW in Q2 2026 and held it in 1 quarter. The position peaked at $10K in Q2 2026. 105 funds tracked by Wall St. Rank hold PBW as of Q3 2026.

  • Capital Advisors Ltd reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 260 Invesco WilderHill Clean Energy ETF shares in Q3 2026, an estimated $10K.
  • Capital Advisors Ltd first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2026 and held it in 1 quarter.
  • Capital Advisors Ltd's Invesco WilderHill Clean Energy ETF position peaked at $10K in Q2 2026.
  • 105 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.