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

Flagship 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
Q1 		$11.6K Hold
580
– – 0.01% 276
2025
Q4 		$17.7K Hold
580
– – 0.01% 289
2025
Q3 		$16.8K Hold
580
– – 0.01% 302
2025
Q2 		$11.6K Buy
580
+296
+104% +$5.09K ﹤0.01% 292
2025
Q1 		$4.47K Hold
284
– – ﹤0.01% 336
2024
Q4 		$5.68K Buy
+284
New +$5.79K ﹤0.01% 318

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Flagship Wealth Advisors's PBW Position: Q1 2026 in Review

Flagship Wealth Advisors held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q1 2026 at 580 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #276.

Flagship Wealth Advisors first reported a position in PBW in Q4 2024 and has held it in 6 quarters since. The position peaked at $17.7K in Q4 2025. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

  • Flagship Wealth Advisors held 580 shares of Invesco WilderHill Clean Energy ETF worth $11.6K as of Q1 2026.
  • Flagship Wealth Advisors left its Invesco WilderHill Clean Energy ETF share count unchanged in Q1 2026.
  • Invesco WilderHill Clean Energy ETF made up 0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #276 holding.
  • Flagship Wealth Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Invesco WilderHill Clean Energy ETF position peaked at $17.7K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.