Great Diamond Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Great Diamond 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 Q3	–	Sell	-9,130	Closed	-$356K	–	256
2026 Q2	$356K	Buy	9,130 +1,472	+19%	+$57.3K	0.06%	197
2026 Q1	$242K	Buy	7,658 +588	+8%	+$19.6K	0.05%	215
2025 Q4	$216K	Buy	+7,070	New	+$225K	0.04%	218

Other funds holding PBW

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Great Diamond Partners's PBW Position: Q3 2026 in Review

Great Diamond Partners sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2026, closing a stake of 9,130 shares — an estimated $356K sold.

Great Diamond Partners first reported a position in PBW in Q4 2025 and held it in 3 quarters. The position peaked at $356K in Q2 2026. 5 funds tracked by Wall St. Rank hold PBW as of Q3 2026.

Great Diamond Partners reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2026 after selling out during the quarter.
Great Diamond Partners sold 9,130 Invesco WilderHill Clean Energy ETF shares in Q3 2026, an estimated $356K.
Great Diamond Partners first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2025 and held it in 3 quarters.
Great Diamond Partners's Invesco WilderHill Clean Energy ETF position peaked at $356K in Q2 2026.
5 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.