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
Q2 		$286K Buy
7,343
+613
+9% +$23.8K ﹤0.01% 3608
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 $1.89T 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

Creative Planning's PBW Position: Q2 2026 in Review

Creative Planning increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 9.1% in Q2 2026, buying an estimated $23.8K and bringing the position to 7,343 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #3608.

Creative Planning first reported a position in PBW in Q2 2013 and has held it in 25 quarters since. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Creative Planning held 7,343 shares of Invesco WilderHill Clean Energy ETF worth $286K as of Q2 2026.
  • Creative Planning bought 613 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $23.8K.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3608 holding.
  • Creative Planning first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2013 and has held it in 25 quarters since.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.