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

Focus Financial Network’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 		– Sell
-5,987
Closed -$234K – 792
2026
Q2 		$234K Buy
+5,987
New +$233K 0.01% 686
2021
Q1 		– Sell
-2,050
Closed -$212K – 481
2020
Q4 		$212K Buy
+2,050
New +$166K 0.02% 412

Other funds holding PBW

PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $477M AUM 12.74% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Focus Financial Network's PBW Position: Q3 2026 in Review

Focus Financial Network sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2026, closing a stake of 5,987 shares — an estimated $234K sold.

Focus Financial Network first reported a position in PBW in Q4 2020 and held it in 2 quarters. The position peaked at $234K in Q2 2026. 6 funds tracked by Wall St. Rank hold PBW as of Q3 2026.

  • Focus Financial Network reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2026 after selling out during the quarter.
  • Focus Financial Network sold 5,987 Invesco WilderHill Clean Energy ETF shares in Q3 2026, an estimated $234K.
  • Focus Financial Network first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and held it in 2 quarters.
  • Focus Financial Network's Invesco WilderHill Clean Energy ETF position peaked at $234K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.