CX Institutional
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CX Institutional’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

CX Institutional’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
Q3 		$247K Sell
8,499
-133
-2% -$4.36K 0.01% 688
2026
Q2 		$337K Buy
8,632
+47
+0.5% +$1.83K 0.01% 587
2026
Q1 		$271K Sell
8,585
-200
-2% -$6.67K 0.01% 638
2025
Q4 		$268K Sell
8,785
-2
-0% -$64 0.01% 613
2025
Q3 		$254K Sell
8,787
-148
-2% -$3.65K 0.01% 619
2025
Q2 		$178K Sell
8,935
-37,677
-81% -$648K 0.01% 665
2025
Q1 		$734K Buy
+46,612
New +$873K 0.03% 313
2024
Q2 		– Sell
-73,682
Closed -$1.7M – 566
2024
Q1 		$1.7M Buy
+73,682
New +$1.77M 0.08% 206
2023
Q4 		– Sell
-42,065
Closed -$1.32M – 564
2023
Q3 		$1.32M Buy
+42,065
New +$1.59M 0.07% 225
2023
Q2 		– Sell
-17,480
Closed -$706K – 529
2023
Q1 		$706K Sell
17,480
-4,784
-21% -$201K 0.04% 320
2022
Q4 		$853K Buy
22,264
+1,082
+5% +$48.1K 0.05% 298
2022
Q3 		$1.02M Buy
21,182
+8,340
+65% +$454K 0.07% 254
2022
Q2 		$587K Sell
12,842
-3,987
-24% -$209K 0.04% 313
2022
Q1 		$1.1M Buy
16,829
+9,198
+121% +$551K 0.09% 210
2021
Q4 		$545K Buy
7,631
+2,435
+47% +$199K 0.04% 243
2021
Q3 		$401K Buy
5,196
+775
+18% +$63.4K 0.03% 287
2021
Q2 		$412K Buy
4,421
+1,880
+74% +$163K 0.03% 261
2021
Q1 		$250K Sell
2,541
-940
-27% -$107K 0.02% 282
2020
Q4 		$359K Sell
3,481
-10,584
-75% -$857K 0.03% 254
2020
Q3 		$855K Sell
14,065
-175
-1% -$9.1K 0.09% 178
2020
Q2 		$579K Buy
14,240
+2,261
+19% +$75.3K 0.08% 183
2020
Q1 		$321K Buy
11,979
+5,416
+83% +$191K 0.05% 202
2019
Q4 		$225K Sell
6,563
-285
-4% -$8.71K 0.04% 188
2019
Q3 		$200K Buy
6,848
+519
+8% +$15.6K 0.03% 213
2019
Q2 		$188K Buy
6,329
+1,607
+34% +$45.4K 0.03% 226
2019
Q1 		$127K Buy
4,722
+2,579
+120% +$66.5K 0.02% 249
2018
Q4 		$46K Buy
2,143
+97
+5% +$2.25K 0.01% 261
2018
Q3 		$51K Buy
2,046
+1,269
+163% +$32.2K 0.02% 186
2018
Q2 		$19K Buy
+777
New +$19.8K 0.01% 198

Other funds holding PBW

Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TM
TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return
VUB Generali dochodkova spravcovska spolocnost
VUB Generali dochodkova spravcovska spolocnost Bratislava $148M AUM 34.75% 1-Year Est. Return
North Star Investment Management
North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CX Institutional's PBW Position: Q3 2026 in Review

CX Institutional reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 1.5% in Q3 2026, selling an estimated $4.36K and leaving 8,499 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #688.

CX Institutional first reported a position in PBW in Q2 2018 and has held it in 29 quarters since. The position peaked at $1.7M in Q1 2024. 32 funds tracked by Wall St. Rank hold PBW as of Q3 2026.

  • CX Institutional held 8,499 shares of Invesco WilderHill Clean Energy ETF worth $247K as of Q3 2026.
  • CX Institutional sold 133 Invesco WilderHill Clean Energy ETF shares in Q3 2026, an estimated $4.36K.
  • Invesco WilderHill Clean Energy ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #688 holding.
  • CX Institutional first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2018 and has held it in 29 quarters since.
  • CX Institutional's Invesco WilderHill Clean Energy ETF position peaked at $1.7M in Q1 2024.
  • 32 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.