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Cassaday & Co Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Cassaday & Co 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
Q2 		$391 Hold
10
– – ﹤0.01% 1156
2026
Q1 		$316 Buy
+10
New +$334 ﹤0.01% 1224

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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

Cassaday & Co Wealth Management's PBW Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2026 at 10 shares worth $391. The position accounts for ﹤0.01% of the portfolio, ranked #1156.

Cassaday & Co Wealth Management first reported a position in PBW in Q1 2026 and has held it in 2 quarters since. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Cassaday & Co Wealth Management held 10 shares of Invesco WilderHill Clean Energy ETF worth $391 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2026.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1156 holding.
  • Cassaday & Co Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.