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Godfrey Financial Associates’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Godfrey Financial Associates’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 		– Sell
-29
Closed -$916 – 1115
2026
Q1 		$916 Hold
29
– – ﹤0.01% 784
2025
Q4 		$886 Buy
+29
New +$923 ﹤0.01% 768

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Godfrey Financial Associates's PBW Position: Q2 2026 in Review

Godfrey Financial Associates sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2026, closing a stake of 29 shares — an estimated $916 sold.

Godfrey Financial Associates first reported a position in PBW in Q4 2025 and held it in 2 quarters. The position peaked at $916 in Q1 2026. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Godfrey Financial Associates reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Godfrey Financial Associates sold 29 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $916.
  • Godfrey Financial Associates first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2025 and held it in 2 quarters.
  • Godfrey Financial Associates's Invesco WilderHill Clean Energy ETF position peaked at $916 in Q1 2026.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.