Financial Perspectives’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Financial Perspectives’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	$27.6K	Buy	709 +125	+21%	+$4.86K	0.01%	416
2026 Q1	$18.4K	Buy	584 +1	+0.2%	+$33	0.01%	448
2025 Q4	$17.8K	Buy	583 +2	+0.3%	+$64	﹤0.01%	448
2025 Q3	$16.8K	Hold	581	–	–	﹤0.01%	450
2025 Q2	$11.6K	Hold	581	–	–	﹤0.01%	493
2025 Q1	$9.15K	Hold	581	–	–	﹤0.01%	509
2024 Q4	$11.6K	Hold	581	–	–	﹤0.01%	487
2024 Q3	$11.6K	Buy	581 +2	+0.3%	+$40	﹤0.01%	455
2024 Q2	$11.7K	Buy	579 +4	+0.7%	+$86	﹤0.01%	446
2024 Q1	$13.3K	Buy	575 +4	+0.7%	+$96	0.01%	431
2023 Q4	$17K	Buy	571 +3	+0.5%	+$83	0.01%	398
2023 Q3	$17.8K	Buy	568 +4	+0.7%	+$151	0.01%	372
2023 Q2	$22.6K	Buy	564 +3	+0.5%	+$112	0.01%	349
2023 Q1	$22.7K	Buy	561 +7	+1%	+$295	0.01%	344
2022 Q4	$21.2K	Hold	554	–	–	0.01%	349
2022 Q3	$26.7K	Sell	554 -98	-15%	-$5.34K	0.02%	312
2022 Q2	$29.8K	Hold	652	–	–	0.02%	300
2022 Q1	$42.5K	Hold	652	–	–	0.02%	267
2021 Q4	$46.6K	Hold	652	–	–	0.02%	255
2021 Q3	$50.4K	Buy	652 +103	+19%	+$8.42K	0.03%	237
2021 Q2	$51.2K	Buy	549 +284	+107%	+$24.6K	0.02%	254
2021 Q1	$26.1K	Buy	+265	New	+$30.3K	0.01%	324

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

Financial Perspectives's PBW Position: Q2 2026 in Review

Financial Perspectives increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 21% in Q2 2026, buying an estimated $4.86K and bringing the position to 709 shares worth $27.6K. The position accounts for 0.01% of the portfolio, ranked #416.

Financial Perspectives first reported a position in PBW in Q1 2021 and has held it in 22 quarters since. The position peaked at $51.2K in Q2 2021. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Financial Perspectives held 709 shares of Invesco WilderHill Clean Energy ETF worth $27.6K as of Q2 2026.
Financial Perspectives bought 125 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $4.86K.
Invesco WilderHill Clean Energy ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #416 holding.
Financial Perspectives first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and has held it in 22 quarters since.
Financial Perspectives's Invesco WilderHill Clean Energy ETF position peaked at $51.2K in Q2 2021.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.