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

Founders Financial Alliance’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	$2.73K	Sell	70 -150	-68%	-$5.83K	﹤0.01%	749
2026 Q1	$6.95K	Buy	+220	New	+$7.34K	﹤0.01%	662
2025 Q4	–	Sell	-220	Closed	-$6.35K	–	680
2025 Q3	$6.35K	Buy	+220	New	+$5.43K	﹤0.01%	635
2025 Q1	–	Sell	-220	Closed	-$4.4K	–	638
2024 Q4	$4.4K	Hold	220	–	–	﹤0.01%	525
2024 Q3	$4.41K	Hold	220	–	–	﹤0.01%	534
2024 Q2	$4.43K	Hold	220	–	–	﹤0.01%	517
2024 Q1	$5.07K	Hold	220	–	–	﹤0.01%	516
2023 Q4	$6.54K	Hold	220	–	–	﹤0.01%	454
2023 Q3	$6.92K	Hold	220	–	–	﹤0.01%	430
2023 Q2	$8.83K	Buy	+220	New	+$8.19K	﹤0.01%	450
2023 Q1	–	Sell	-220	Closed	-$8.43K	–	480
2022 Q4	$8.43K	Hold	220	–	–	﹤0.01%	426
2022 Q3	$11K	Hold	220	–	–	0.01%	412
2022 Q2	$10K	Hold	220	–	–	0.01%	435
2022 Q1	$14K	Hold	220	–	–	0.01%	375
2021 Q4	$16K	Hold	220	–	–	0.01%	408
2021 Q3	$17K	Hold	220	–	–	0.01%	380
2021 Q2	$21K	Sell	220 -6	-3%	-$520	0.01%	390
2021 Q1	$17K	Buy	226 +6	+3%	+$686	0.01%	383
2020 Q4	$23K	Hold	220	–	–	0.01%	338
2020 Q3	$15K	Buy	+220	New	+$11.4K	0.01%	653

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

Founders Financial Alliance's PBW Position: Q2 2026 in Review

Founders Financial Alliance reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 68% in Q2 2026, selling an estimated $5.83K and leaving 70 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #749.

Founders Financial Alliance first reported a position in PBW in Q3 2020 and has held it in 20 quarters since. The position peaked at $23K in Q4 2020. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Founders Financial Alliance held 70 shares of Invesco WilderHill Clean Energy ETF worth $2.73K as of Q2 2026.
Founders Financial Alliance sold 150 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $5.83K.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #749 holding.
Founders Financial Alliance first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2020 and has held it in 20 quarters since.
Founders Financial Alliance's Invesco WilderHill Clean Energy ETF position peaked at $23K in Q4 2020.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.