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

Comprehensive 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
Q2 		$863K Buy
22,119
+219
+1% +$8.52K 0.46% 55
2026
Q1 		$692K Buy
21,900
+12,885
+143% +$430K 0.48% 52
2025
Q4 		$275K Buy
+9,015
New +$287K 0.18% 94

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

Comprehensive Financial Planning's PBW Position: Q2 2026 in Review

Comprehensive Financial Planning increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 1% in Q2 2026, buying an estimated $8.52K and bringing the position to 22,119 shares worth $863K. The position accounts for 0.46% of the portfolio, ranked #55.

Comprehensive Financial Planning first reported a position in PBW in Q4 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Comprehensive Financial Planning held 22,119 shares of Invesco WilderHill Clean Energy ETF worth $863K as of Q2 2026.
  • Comprehensive Financial Planning bought 219 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $8.52K.
  • Invesco WilderHill Clean Energy ETF made up 0.46% of Comprehensive Financial Planning's portfolio in Q2 2026, its #55 holding.
  • Comprehensive Financial Planning first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.