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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
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

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

Great Diamond Partners's PBW Position: Q2 2026 in Review

Great Diamond Partners increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 19% in Q2 2026, buying an estimated $57.3K and bringing the position to 9,130 shares worth $356K. The position accounts for 0.06% of the portfolio, ranked #197.

Great Diamond Partners first reported a position in PBW in Q4 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Great Diamond Partners held 9,130 shares of Invesco WilderHill Clean Energy ETF worth $356K as of Q2 2026.
  • Great Diamond Partners bought 1,472 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $57.3K.
  • Invesco WilderHill Clean Energy ETF made up 0.06% of Great Diamond Partners's portfolio in Q2 2026, its #197 holding.
  • Great Diamond Partners first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.