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EP Wealth Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

EP Wealth Advisors’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 		$291K Sell
7,451
-142
-2% -$5.52K ﹤0.01% 1316
2026
Q1 		$240K Hold
7,593
– – ﹤0.01% 1299
2025
Q4 		$232K Buy
+7,593
New +$242K ﹤0.01% 1295
2025
Q2 		$144K Sell
7,217
-360
-5% -$6.2K ﹤0.01% 1326
2025
Q1 		$119K Sell
7,577
-380
-5% -$7.12K ﹤0.01% 1222
2024
Q4 		$159K Sell
7,957
-1,120
-12% -$22.8K ﹤0.01% 1136
2024
Q3 		$182K Sell
9,077
-5,169
-36% -$103K ﹤0.01% 1070
2024
Q2 		$287K Sell
14,246
-360
-2% -$7.74K ﹤0.01% 671
2024
Q1 		$337K Sell
14,606
-25
-0.2% -$601 ﹤0.01% 598
2023
Q4 		$435K Sell
14,631
-296
-2% -$8.17K 0.01% 517
2023
Q3 		$469K Buy
14,927
+3,299
+28% +$125K 0.01% 472
2023
Q2 		$604K Sell
11,628
-16,620
-59% -$619K 0.01% 427
2023
Q1 		$3.24M Buy
28,248
+13,657
+94% +$575K 0.06% 176
2022
Q4 		$559K Sell
14,591
-176
-1% -$7.83K 0.01% 359
2022
Q3 		$711K Buy
14,767
+536
+4% +$29.2K 0.02% 260
2022
Q2 		$650K Hold
14,231
– – 0.01% 327
2022
Q1 		$927K Sell
14,231
-365
-3% -$21.9K 0.02% 283
2021
Q4 		$1.04M Sell
14,596
-135
-0.9% -$11K 0.02% 253
2021
Q3 		$1.14M Sell
14,731
-1,360
-8% -$111K 0.03% 225
2021
Q2 		$1.5M Sell
16,091
-12,478
-44% -$1.08M 0.04% 203
2021
Q1 		$2.81M Buy
28,569
+19
+0.1% +$2.17K 0.09% 140
2020
Q4 		$2.95M Sell
28,550
-225
-0.8% -$18.2K 0.1% 105
2020
Q3 		$1.75M Buy
28,775
+805
+3% +$41.9K 0.08% 118
2020
Q2 		$1.14M Buy
27,970
+10
+0% +$333 0.05% 165
2020
Q1 		$750K Sell
27,960
-708
-2% -$25K 0.04% 212
2019
Q4 		$981K Buy
28,668
+365
+1% +$11.2K 0.04% 196
2019
Q3 		$826K Buy
28,303
+1,200
+4% +$36K 0.04% 181
2019
Q2 		$805K Buy
+27,103
New +$765K 0.05% 153

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

EP Wealth Advisors's PBW Position: Q2 2026 in Review

EP Wealth Advisors reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 1.9% in Q2 2026, selling an estimated $5.52K and leaving 7,451 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

EP Wealth Advisors first reported a position in PBW in Q2 2019 and has held it in 28 quarters since. The position peaked at $3.24M in Q1 2023. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • EP Wealth Advisors held 7,451 shares of Invesco WilderHill Clean Energy ETF worth $291K as of Q2 2026.
  • EP Wealth Advisors sold 142 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $5.52K.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1316 holding.
  • EP Wealth Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2019 and has held it in 28 quarters since.
  • EP Wealth Advisors's Invesco WilderHill Clean Energy ETF position peaked at $3.24M in Q1 2023.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.