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

Evolution 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	$263K	Sell	6,738 -20	-0.3%	-$778	0.03%	152
2026 Q1	$213K	Hold	6,758	–	–	0.02%	158
2025 Q4	$206K	Buy	+6,758	New	+$215K	0.02%	162
2025 Q1	–	Sell	-11,108	Closed	-$222K	–	156
2024 Q4	$222K	Sell	11,108 -3,251	-23%	-$66.3K	0.04%	133
2024 Q3	$288K	Sell	14,359 -374	-3%	-$7.45K	0.05%	107
2024 Q2	$300K	Hold	14,733	–	–	0.06%	102
2024 Q1	$340K	Hold	14,733	–	–	0.07%	94
2023 Q4	$438K	Sell	14,733 -4,014	-21%	-$111K	0.09%	86
2023 Q3	$589K	Sell	18,747 -6,078	-24%	-$230K	0.13%	66
2023 Q2	$996K	Sell	24,825 -50	-0.2%	-$1.86K	0.22%	50
2023 Q1	$1.01M	Hold	24,875	–	–	0.24%	49
2022 Q4	$953K	Hold	24,875	–	–	0.24%	52
2022 Q3	$1.2M	Sell	24,875 -7,243	-23%	-$395K	0.33%	44
2022 Q2	$1.47M	Sell	32,118 -43,941	-58%	-$2.31M	0.37%	42
2022 Q1	$4.96M	Buy	76,059 +4,910	+7%	+$294K	1.02%	22
2021 Q4	$5.08M	Sell	71,149 -1,663	-2%	-$136K	0.77%	24
2021 Q3	$5.62M	Buy	72,812 +927	+1%	+$75.8K	1.21%	20
2021 Q2	$6.7M	Sell	71,885 -2,880	-4%	-$249K	1.36%	18
2021 Q1	$7.36M	Buy	74,765 +3,256	+5%	+$372K	1.64%	17
2020 Q4	$7.39M	Buy	71,509 +1,205	+2%	+$97.6K	1.67%	19
2020 Q3	$4.27M	Buy	+70,304	New	+$3.66M	1.17%	25

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

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

Evolution Wealth Advisors reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 0.3% in Q2 2026, selling an estimated $778 and leaving 6,738 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #152.

Evolution Wealth Advisors first reported a position in PBW in Q3 2020 and has held it in 21 quarters since. The position peaked at $7.39M in Q4 2020. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Evolution Wealth Advisors held 6,738 shares of Invesco WilderHill Clean Energy ETF worth $263K as of Q2 2026.
Evolution Wealth Advisors sold 20 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $778.
Invesco WilderHill Clean Energy ETF made up 0.03% of Evolution Wealth Advisors's portfolio in Q2 2026, its #152 holding.
Evolution Wealth Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2020 and has held it in 21 quarters since.
Evolution Wealth Advisors's Invesco WilderHill Clean Energy ETF position peaked at $7.39M in Q4 2020.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.