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

Evolution Wealth Management’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 		$12.1K Hold
311
– – 0.01% 551
2026
Q1 		$9.82K Hold
311
– – 0.01% 517
2025
Q4 		$9.5K Hold
311
– – 0.01% 451
2025
Q3 		$8.98K Hold
311
– – 0.01% 384
2025
Q2 		$6.2K Buy
+311
New +$5.35K 0.01% 420

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

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

Evolution Wealth Management held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2026 at 311 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #551.

Evolution Wealth Management first reported a position in PBW in Q2 2025 and has held it in 5 quarters since. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Evolution Wealth Management held 311 shares of Invesco WilderHill Clean Energy ETF worth $12.1K as of Q2 2026.
  • Evolution Wealth Management left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2026.
  • Invesco WilderHill Clean Energy ETF made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #551 holding.
  • Evolution Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2025 and has held it in 5 quarters since.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.