BFC Planning, Inc.’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

BFC Planning, Inc.’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	$37.2K	Buy	953 +4	+0.4%	+$156	﹤0.01%	1701
2026 Q1	$30K	Sell	949 -49,668	-98%	-$1.66M	﹤0.01%	1539
2025 Q4	$1.55M	Buy	50,617 +1,648	+3%	+$52.5K	0.07%	273
2025 Q3	$1.41M	Buy	+48,969	New	+$1.21M	0.1%	182

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 $9.49B AUM 23.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFC Planning, Inc.'s PBW Position: Q2 2026 in Review

BFC Planning, Inc. increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 0.42% in Q2 2026, buying an estimated $156 and bringing the position to 953 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

BFC Planning, Inc. first reported a position in PBW in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.55M in Q4 2025. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

BFC Planning, Inc. held 953 shares of Invesco WilderHill Clean Energy ETF worth $37.2K as of Q2 2026.
BFC Planning, Inc. bought 4 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $156.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1701 holding.
BFC Planning, Inc. first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2025 and has held it in 4 quarters since.
BFC Planning, Inc.'s Invesco WilderHill Clean Energy ETF position peaked at $1.55M in Q4 2025.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.