Center for Financial Planning’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Center for Financial Planning’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	$5.05K	Hold	160	–	–	﹤0.01%	540
2025 Q4	$4.89K	Hold	160	–	–	﹤0.01%	558
2025 Q3	$4.62K	Hold	160	–	–	﹤0.01%	550
2025 Q2	$3.19K	Hold	160	–	–	﹤0.01%	536
2025 Q1	$2.52K	Hold	160	–	–	﹤0.01%	575
2024 Q4	$3.2K	Hold	160	–	–	﹤0.01%	507
2024 Q3	$3.21K	Hold	160	–	–	﹤0.01%	480
2024 Q2	$3.22K	Hold	160	–	–	﹤0.01%	477
2024 Q1	$3.69K	Hold	160	–	–	﹤0.01%	490
2023 Q4	$4.76K	Hold	160	–	–	﹤0.01%	425
2023 Q3	$5.03K	Hold	160	–	–	﹤0.01%	419
2023 Q2	$6.42K	Hold	160	–	–	﹤0.01%	430
2023 Q1	$6.47K	Hold	160	–	–	﹤0.01%	398
2022 Q4	$6.13K	Hold	160	–	–	﹤0.01%	399
2022 Q3	$8K	Hold	160	–	–	﹤0.01%	381
2022 Q2	$7K	Hold	160	–	–	﹤0.01%	397
2022 Q1	$10K	Hold	160	–	–	﹤0.01%	369
2021 Q4	$11K	Hold	160	–	–	﹤0.01%	371
2021 Q3	$12K	Hold	160	–	–	﹤0.01%	343
2021 Q2	$15K	Hold	160	–	–	﹤0.01%	327
2021 Q1	$16K	Hold	160	–	–	﹤0.01%	328
2020 Q4	$17K	Hold	160	–	–	﹤0.01%	305
2020 Q3	$10K	Hold	160	–	–	﹤0.01%	307
2020 Q2	$7K	Hold	160	–	–	﹤0.01%	339
2020 Q1	$4K	Hold	160	–	–	﹤0.01%	440
2019 Q4	$5K	Buy	+160	New	+$4.89K	﹤0.01%	372

Other funds holding PBW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Center for Financial Planning's PBW Position: Q1 2026 in Review

Center for Financial Planning held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q1 2026 at 160 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Center for Financial Planning first reported a position in PBW in Q4 2019 and has held it in 26 quarters since. The position peaked at $17K in Q4 2020. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

Center for Financial Planning held 160 shares of Invesco WilderHill Clean Energy ETF worth $5.05K as of Q1 2026.
Center for Financial Planning left its Invesco WilderHill Clean Energy ETF share count unchanged in Q1 2026.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q1 2026, its #540 holding.
Center for Financial Planning first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2019 and has held it in 26 quarters since.
Center for Financial Planning's Invesco WilderHill Clean Energy ETF position peaked at $17K in Q4 2020.
144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.