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

Creative 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 		$213K Buy
+6,730
New +$225K ﹤0.01% 3686
2023
Q4 		– Sell
-2,327
Closed -$73.1K – 3001
2023
Q3 		$73.1K Buy
+2,327
New +$88K ﹤0.01% 2437
2023
Q2 		– Sell
-5,053
Closed -$204K – 2778
2023
Q1 		$204K Buy
+5,053
New +$213K ﹤0.01% 2115
2022
Q4 		– Sell
-4,714
Closed -$227K – 2575
2022
Q3 		$227K Buy
4,714
+22
+0.5% +$1.2K ﹤0.01% 1826
2022
Q2 		$214K Buy
4,692
+360
+8% +$18.9K ﹤0.01% 1836
2022
Q1 		$282K Buy
+4,332
New +$260K ﹤0.01% 1670
2021
Q3 		– Sell
-2,382
Closed -$222K – 2195
2021
Q2 		$222K Sell
2,382
-413
-15% -$35.8K ﹤0.01% 1748
2021
Q1 		$275K Buy
+2,795
New +$319K ﹤0.01% 1849
2017
Q3 		– Sell
-59
Closed -$1K – 3169
2017
Q2 		$1K Sell
59
-4,388
-99% -$91.1K ﹤0.01% 4472
2017
Q1 		$89K Buy
4,447
+3,651
+459% +$70.5K ﹤0.01% 2031
2016
Q4 		$15K Buy
796
+676
+563% +$12.6K ﹤0.01% 3274
2016
Q3 		$2K Sell
120
-437
-78% -$8.44K ﹤0.01% 4243
2016
Q2 		$11K Buy
557
+437
+364% +$8.53K ﹤0.01% 3193
2016
Q1 		$2K Sell
120
-100
-45% -$2K ﹤0.01% 3974
2015
Q4 		$5K Buy
220
+50
+29% +$1.11K ﹤0.01% 3688
2015
Q3 		$3K Buy
+170
New +$3.95K ﹤0.01% 3837
2015
Q2 		– Sell
-170
Closed -$5K – 2436
2015
Q1 		$5K Buy
170
+20
+13% +$530 ﹤0.01% 3548
2014
Q4 		$4K Sell
150
-214
-59% -$5.99K ﹤0.01% 3609
2014
Q3 		$12K Hold
364
– – ﹤0.01% 2842
2014
Q2 		$13K Buy
364
+10
+3% +$329 ﹤0.01% 2742
2014
Q1 		$13K Hold
354
– – ﹤0.01% 2631
2013
Q4 		$11K Sell
354
-596
-63% -$19.1K ﹤0.01% 2523
2013
Q3 		$30K Buy
950
+650
+217% +$18.8K ﹤0.01% 1851
2013
Q2 		$8K Buy
+300
New +$7.45K ﹤0.01% 2366

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Planning's PBW Position: Q1 2026 in Review

Creative Planning opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q1 2026: 6,730 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #3686 among its holdings. This is a return to the name: Creative Planning previously reported a position in PBW as recently as Q3 2023.

Creative Planning first reported a position in PBW in Q2 2013 and has held it in 24 quarters since. The position peaked at $282K in Q1 2022. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

  • Creative Planning held 6,730 shares of Invesco WilderHill Clean Energy ETF worth $213K as of Q1 2026.
  • Invesco WilderHill Clean Energy ETF was a new Creative Planning position in Q1 2026.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3686 holding.
  • Creative Planning first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2013 and has held it in 24 quarters since.
  • Creative Planning's Invesco WilderHill Clean Energy ETF position peaked at $282K in Q1 2022.
  • 144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.