Cetera Investment Advisers
PBW icon

Cetera Investment Advisers’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Cetera Investment Advisers’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 		$722K Sell
18,509
-53,780
-74% -$2.09M ﹤0.01% 3352
2026
Q1 		$2.28M Buy
72,289
+55,181
+323% +$1.84M ﹤0.01% 2174
2025
Q4 		$522K Buy
17,108
+3,731
+28% +$119K ﹤0.01% 3399
2025
Q3 		$386K Sell
13,377
-503
-4% -$12.4K ﹤0.01% 3599
2025
Q2 		$276K Buy
13,880
+1,142
+9% +$19.7K ﹤0.01% 3467
2025
Q1 		$200K Sell
12,738
-1,624
-11% -$30.4K ﹤0.01% 3604
2024
Q4 		$287K Buy
14,362
+80
+0.6% +$1.63K ﹤0.01% 3153
2024
Q3 		$286K Sell
14,282
-1,258
-8% -$25.1K ﹤0.01% 3100
2024
Q2 		$313K Buy
15,540
+1,464
+10% +$31.5K ﹤0.01% 2996
2024
Q1 		$324K Buy
+14,076
New +$338K ﹤0.01% 2962
2022
Q2 		– Sell
-3,473
Closed -$226K – 1919
2022
Q1 		$226K Buy
+3,473
New +$208K ﹤0.01% 1642
2021
Q4 		– Sell
-4,046
Closed -$313K – 1914
2021
Q3 		$313K Sell
4,046
-11,415
-74% -$933K 0.01% 1415
2021
Q2 		$1.44M Sell
15,461
-7,909
-34% -$685K 0.02% 634
2021
Q1 		$2.3M Buy
23,370
+7,604
+48% +$869K 0.05% 387
2020
Q4 		$1.63M Buy
+15,766
New +$1.28M 0.03% 492

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
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

Cetera Investment Advisers's PBW Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 74% in Q2 2026, selling an estimated $2.09M and leaving 18,509 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #3352.

Cetera Investment Advisers first reported a position in PBW in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.3M in Q1 2021. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Cetera Investment Advisers held 18,509 shares of Invesco WilderHill Clean Energy ETF worth $722K as of Q2 2026.
  • Cetera Investment Advisers sold 53,780 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $2.09M.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3352 holding.
  • Cetera Investment Advisers first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and has held it in 15 quarters since.
  • Cetera Investment Advisers's Invesco WilderHill Clean Energy ETF position peaked at $2.3M in Q1 2021.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.