Farther Finance Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Farther Finance 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 Q3	$23.8K	Buy	819 +707	+631%	+$23.2K	﹤0.01%	4009
2026 Q2	$4.36K	Buy	112 +1	+0.9%	+$39	﹤0.01%	4868
2026 Q1	$3.52K	Sell	111 -40	-26%	-$1.33K	﹤0.01%	4672
2025 Q4	$4.63K	Buy	151 +85	+129%	+$2.71K	﹤0.01%	4353
2025 Q3	$1.91K	Hold	66	–	–	﹤0.01%	4154
2025 Q2	$1.31K	Hold	66	–	–	﹤0.01%	3835
2025 Q1	$1.05K	Buy	66 +58	+725%	+$1.09K	﹤0.01%	3601
2024 Q4	$160	Buy	+8	New	+$163	﹤0.01%	3706

Other funds holding PBW

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Farther Finance Advisors's PBW Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 631% in Q3 2026, buying an estimated $23.2K and bringing the position to 819 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4009.

Farther Finance Advisors first reported a position in PBW in Q4 2024 and has held it in 8 quarters since. 5 funds tracked by Wall St. Rank hold PBW as of Q3 2026.

Farther Finance Advisors held 819 shares of Invesco WilderHill Clean Energy ETF worth $23.8K as of Q3 2026.
Farther Finance Advisors bought 707 Invesco WilderHill Clean Energy ETF shares in Q3 2026, an estimated $23.2K.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4009 holding.
Farther Finance Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2024 and has held it in 8 quarters since.
5 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.