Envestnet Portfolio Solutions’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Envestnet Portfolio Solutions’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	$2.44M	Sell	62,676 -1,932	-3%	-$75.2K	0.01%	458
2026 Q1	$2.04M	Sell	64,608 -600	-0.9%	-$20K	0.01%	450
2025 Q4	$1.99M	Sell	65,208 -5,015	-7%	-$160K	0.01%	547
2025 Q3	$2.03M	Sell	70,223 -307	-0.4%	-$7.58K	0.01%	523
2025 Q2	$1.4M	Sell	70,530 -12,810	-15%	-$220K	0.01%	677
2025 Q1	$1.31M	Buy	83,340 +3,919	+5%	+$73.4K	0.01%	722
2024 Q4	$1.59M	Buy	79,421 +7,406	+10%	+$151K	0.01%	753
2024 Q3	$1.44M	Sell	72,015 -30,350	-30%	-$605K	﹤0.01%	776
2024 Q2	$2.06M	Buy	102,365 +1,131	+1%	+$24.3K	0.01%	626
2024 Q1	$2.33M	Buy	101,234 +18,441	+22%	+$443K	0.01%	583
2023 Q4	$2.46M	Buy	82,793 +30,383	+58%	+$839K	0.01%	534
2023 Q3	$1.65M	Buy	+52,410	New	+$1.98M	0.01%	606

Other funds holding PBW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Portfolio Solutions's PBW Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 3% in Q2 2026, selling an estimated $75.2K and leaving 62,676 shares worth $2.44M. The position accounts for 0.01% of the portfolio, ranked #458.

Envestnet Portfolio Solutions first reported a position in PBW in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.46M in Q4 2023. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Envestnet Portfolio Solutions held 62,676 shares of Invesco WilderHill Clean Energy ETF worth $2.44M as of Q2 2026.
Envestnet Portfolio Solutions sold 1,932 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $75.2K.
Invesco WilderHill Clean Energy ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #458 holding.
Envestnet Portfolio Solutions first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Invesco WilderHill Clean Energy ETF position peaked at $2.46M in Q4 2023.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.