Fortis Group Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Fortis Group 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 Q2	$1.86M	Buy	47,583 +708	+2%	+$27.5K	0.3%	88
2026 Q1	$1.79M	Buy	46,875 +46,742	+35,144%	+$1.56M	0.3%	90
2025 Q4	$4.06K	Hold	133	–	–	﹤0.01%	449
2025 Q3	$3.84K	Hold	133	–	–	﹤0.01%	415
2025 Q2	$2.65K	Hold	133	–	–	﹤0.01%	431
2025 Q1	$2.09K	Hold	133	–	–	﹤0.01%	408
2024 Q4	$2.66K	Hold	133	–	–	﹤0.01%	412
2024 Q3	$2.66K	Hold	133	–	–	﹤0.01%	407
2024 Q2	$2.68K	Hold	133	–	–	﹤0.01%	402
2024 Q1	$3.06K	Sell	133 -133	-50%	-$3.2K	﹤0.01%	413
2023 Q4	$7.91K	Buy	266 +133	+100%	+$3.67K	﹤0.01%	321
2023 Q3	$4.18K	Buy	+133	New	+$5.03K	﹤0.01%	305
2020 Q3	$8K	Buy	+133	New	+$6.92K	﹤0.01%	305

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

Fortis Group Advisors's PBW Position: Q2 2026 in Review

Fortis Group Advisors increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 1.5% in Q2 2026, buying an estimated $27.5K and bringing the position to 47,583 shares worth $1.86M. The position accounts for 0.3% of the portfolio, ranked #88.

Fortis Group Advisors first reported a position in PBW in Q3 2020 and has held it in 13 quarters since. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Fortis Group Advisors held 47,583 shares of Invesco WilderHill Clean Energy ETF worth $1.86M as of Q2 2026.
Fortis Group Advisors bought 708 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $27.5K.
Invesco WilderHill Clean Energy ETF made up 0.3% of Fortis Group Advisors's portfolio in Q2 2026, its #88 holding.
Fortis Group Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2020 and has held it in 13 quarters since.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.