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Elwood & Goetz Wealth Advisory Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$467K Sell
11,969
-876
-7% -$34.1K 0.07% 91
2026
Q1 		$406K Sell
12,845
-522
-4% -$17.4K 0.07% 83
2025
Q4 		$408K Sell
13,367
-3,672
-22% -$117K 0.07% 75
2025
Q3 		$492K Sell
17,039
-277
-2% -$6.84K 0.09% 65
2025
Q2 		$345K Buy
+17,316
New +$298K 0.07% 80
2023
Q3 		– Sell
-7,372
Closed -$296K – 80
2023
Q2 		$296K Buy
7,372
+74
+1% +$2.76K 0.07% 54
2023
Q1 		$295K Buy
7,298
+583
+9% +$24.5K 0.07% 55
2022
Q4 		$257K Buy
6,715
+257
+4% +$11.4K 0.08% 55
2022
Q3 		$311K Buy
6,458
+9
+0.1% +$490 0.11% 50
2022
Q2 		$295K Sell
6,449
-122
-2% -$6.41K 0.1% 49
2022
Q1 		$428K Buy
6,571
+236
+4% +$14.1K 0.13% 44
2021
Q4 		$452K Buy
6,335
+788
+14% +$64.4K 0.14% 41
2021
Q3 		$428K Buy
5,547
+1,912
+53% +$156K 0.15% 37
2021
Q2 		$339K Buy
3,635
+196
+6% +$17K 0.13% 38
2021
Q1 		$338K Sell
3,439
-621
-15% -$71K 0.14% 37
2020
Q4 		$420K Sell
4,060
-495
-11% -$40.1K 0.19% 31
2020
Q3 		$277K Sell
4,555
-1,962
-30% -$102K 0.15% 33
2020
Q2 		$265K Buy
+6,517
New +$217K 0.16% 33
2020
Q1 		– Sell
-5,965
Closed -$204K – 33
2019
Q4 		$204K Buy
+5,965
New +$182K 0.15% 30

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

Elwood & Goetz Wealth Advisory Group's PBW Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 6.8% in Q2 2026, selling an estimated $34.1K and leaving 11,969 shares worth $467K. The position accounts for 0.07% of the portfolio, ranked #91.

Elwood & Goetz Wealth Advisory Group first reported a position in PBW in Q4 2019 and has held it in 19 quarters since. The position peaked at $492K in Q3 2025. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 11,969 shares of Invesco WilderHill Clean Energy ETF worth $467K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group sold 876 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $34.1K.
  • Invesco WilderHill Clean Energy ETF made up 0.07% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #91 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2019 and has held it in 19 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Invesco WilderHill Clean Energy ETF position peaked at $492K in Q3 2025.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.