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 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

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

Focus Financial Network's PBW Position: Q2 2026 in Review

Focus Financial Network opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q2 2026: 5,987 shares worth $234K. The stake represents 0.01% of the portfolio and ranks #686 among its holdings. This is a return to the name: Focus Financial Network previously reported a position in PBW as recently as Q4 2020.

Focus Financial Network first reported a position in PBW in Q4 2020 and has held it in 2 quarters since. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Focus Financial Network held 5,987 shares of Invesco WilderHill Clean Energy ETF worth $234K as of Q2 2026.
Invesco WilderHill Clean Energy ETF was a new Focus Financial Network position in Q2 2026.
Invesco WilderHill Clean Energy ETF made up 0.01% of Focus Financial Network's portfolio in Q2 2026, its #686 holding.
Focus Financial Network first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and has held it in 2 quarters since.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.