EDRH
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Edmond de Rothschild Holding’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Edmond de Rothschild Holding’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 		$101K Sell
2,584
-1,416
-35% -$55.1K ﹤0.01% 489
2026
Q1 		$126K Hold
4,000
– – ﹤0.01% 398
2025
Q4 		$122K Buy
4,000
+3,400
+567% +$108K ﹤0.01% 417
2025
Q3 		$17.3K Buy
+600
New +$14.8K ﹤0.01% 516
2022
Q4 		– Sell
-3,017
Closed -$145K – 816
2022
Q3 		$145K Buy
3,017
+722
+31% +$39.3K ﹤0.01% 519
2022
Q2 		$105K Sell
2,295
-5,000
-69% -$262K ﹤0.01% 577
2022
Q1 		$475K Sell
7,295
-408
-5% -$24.5K 0.01% 388
2021
Q4 		$550K Buy
7,703
+5,603
+267% +$458K 0.01% 407
2021
Q3 		$162K Buy
2,100
+600
+40% +$49.1K ﹤0.01% 570
2021
Q2 		$140K Hold
1,500
– – ﹤0.01% 572
2021
Q1 		$148K Sell
1,500
-14,958
-91% -$1.71M ﹤0.01% 514
2020
Q4 		$1.7M Buy
+16,458
New +$1.33M 0.06% 242
2018
Q1 		– Sell
-28,093
Closed -$712K – 811
2017
Q4 		$712K Buy
28,093
+27,693
+6,923% +$682K 0.02% 311
2017
Q3 		$9K Sell
400
-11,578
-97% -$258K ﹤0.01% 776
2017
Q2 		$260K Buy
11,978
+400
+3% +$8.3K 0.01% 450
2017
Q1 		$232K Buy
11,578
+1,860
+19% +$35.9K 0.01% 468
2016
Q4 		$179K Sell
9,718
-1,620
-14% -$30.2K 0.01% 506
2016
Q3 		$219K Buy
11,338
+1,060
+10% +$20.5K 0.01% 503
2016
Q2 		$196K Sell
10,278
-9,740
-49% -$190K 0.01% 499
2016
Q1 		$404K Sell
20,018
-10,400
-34% -$208K 0.01% 397
2015
Q4 		$721K Buy
30,418
+22,420
+280% +$500K 0.02% 313
2015
Q3 		$164K Sell
7,998
-18,460
-70% -$429K ﹤0.01% 486
2015
Q2 		$716K Buy
+26,458
New +$758K 0.02% 335

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

Edmond de Rothschild Holding's PBW Position: Q2 2026 in Review

Edmond de Rothschild Holding reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 35% in Q2 2026, selling an estimated $55.1K and leaving 2,584 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Edmond de Rothschild Holding first reported a position in PBW in Q2 2015 and has held it in 23 quarters since. The position peaked at $1.7M in Q4 2020. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Edmond de Rothschild Holding held 2,584 shares of Invesco WilderHill Clean Energy ETF worth $101K as of Q2 2026.
  • Edmond de Rothschild Holding sold 1,416 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $55.1K.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #489 holding.
  • Edmond de Rothschild Holding first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2015 and has held it in 23 quarters since.
  • Edmond de Rothschild Holding's Invesco WilderHill Clean Energy ETF position peaked at $1.7M in Q4 2020.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.