Global Retirement Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Global Retirement Partners’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	$1.91K	Buy	+49	New	+$1.91K	﹤0.01%	4042
2025 Q4	$4.47K	Sell	147 -109	-43%	-$3.47K	﹤0.01%	3476
2025 Q3	$7.41K	Hold	256	–	–	﹤0.01%	2823
2025 Q2	$5.1K	Buy	+256	New	+$4.41K	﹤0.01%	2904
2024 Q4	$5.11K	Buy	+256	New	+$5.22K	﹤0.01%	2671
2024 Q3	–	Sell	-434	Closed	-$8.74K	–	3607
2024 Q2	$8.74K	Buy	434 +1	+0.2%	+$22	﹤0.01%	2372
2024 Q1	$9.98K	Buy	433 +428	+8,560%	+$10.3K	﹤0.01%	2125
2023 Q4	$121	Buy	+5	New	+$138	﹤0.01%	3264
2018 Q1	–	Sell	-208	Closed	-$5K	–	1525
2017 Q4	$5K	Buy	+208	New	+$5.12K	﹤0.01%	1118

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

Global Retirement Partners's PBW Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q2 2026: 49 shares worth $1.91K. The stake represents ﹤0.01% of the portfolio and ranks #4042 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in PBW as recently as Q4 2025.

Global Retirement Partners first reported a position in PBW in Q4 2017 and has held it in 9 quarters since. The position peaked at $9.98K in Q1 2024. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Global Retirement Partners held 49 shares of Invesco WilderHill Clean Energy ETF worth $1.91K as of Q2 2026.
Invesco WilderHill Clean Energy ETF was a new Global Retirement Partners position in Q2 2026.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #4042 holding.
Global Retirement Partners first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2017 and has held it in 9 quarters since.
Global Retirement Partners's Invesco WilderHill Clean Energy ETF position peaked at $9.98K in Q1 2024.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.