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

Citadel 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
2025
Q2 		– Sell
-12,500
Closed -$197K – 14412
2025
Q1 		$197K Sell
12,500
-6,000
-32% -$112K ﹤0.01% 10474
2024
Q4 		$370K Buy
18,500
+10,600
+134% +$216K ﹤0.01% 9231
2024
Q3 		$158K Sell
7,900
-2,600
-25% -$51.8K ﹤0.01% 10495
2024
Q2 		$212K Sell
10,500
-900
-8% -$19.4K ﹤0.01% 9808
2024
Q1 		$263K Sell
11,400
-7,500
-40% -$180K ﹤0.01% 9758
2023
Q4 		$562K Buy
18,900
+8,600
+83% +$237K ﹤0.01% 7840
2023
Q3 		$324K Buy
10,300
+4,200
+69% +$159K ﹤0.01% 9022
2023
Q2 		$245K Sell
6,100
-13,000
-68% -$484K ﹤0.01% 9452
2023
Q1 		$772K Buy
19,100
+7,300
+62% +$307K ﹤0.01% 7362
2022
Q4 		$452K Sell
11,800
-1,800
-13% -$80.1K ﹤0.01% 8459
2022
Q3 		$655K Buy
13,600
+6,100
+81% +$332K ﹤0.01% 7884
2022
Q2 		$343K Sell
7,500
-30,200
-80% -$1.59M ﹤0.01% 9507
2022
Q1 		$2.46M Sell
37,700
-13,800
-27% -$827K ﹤0.01% 5644
2021
Q4 		$3.68M Buy
51,500
+16,700
+48% +$1.37M ﹤0.01% 4924
2021
Q3 		$2.69M Sell
34,800
-1,700
-5% -$139K ﹤0.01% 5625
2021
Q2 		$3.4M Sell
36,500
-9,500
-21% -$823K ﹤0.01% 5301
2021
Q1 		$4.53M Buy
46,000
+19,900
+76% +$2.27M ﹤0.01% 4469
2020
Q4 		$2.7M Buy
+26,100
New +$2.11M ﹤0.01% 4756
2020
Q1 		– Sell
-8,100
Closed -$277K – 10009
2019
Q4 		$277K Sell
8,100
-500
-6% -$15.3K ﹤0.01% 7707
2019
Q3 		$251K Buy
+8,600
New +$258K ﹤0.01% 7832

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

Citadel Advisors's PBW Position: Q2 2026 in Review

Citadel Advisors reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 21% in Q2 2026, selling an estimated $443K and leaving 42,246 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #6994.

Citadel Advisors first reported a position in PBW in Q1 2014 and has held it in 43 quarters since. The position peaked at $14.4M in Q1 2021. 151 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Citadel Advisors held 42,246 shares of Invesco WilderHill Clean Energy ETF worth $1.65M as of Q2 2026.
  • Citadel Advisors sold 11,392 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $443K.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #6994 holding.
  • Citadel Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2014 and has held it in 43 quarters since.
  • Citadel Advisors's Invesco WilderHill Clean Energy ETF position peaked at $14.4M in Q1 2021.
  • 151 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.