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Hager Investment Management Services’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Hager Investment Management Services’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 		$6.51K Hold
167
– – ﹤0.01% 267
2026
Q1 		$5.27K Hold
167
– – ﹤0.01% 262
2025
Q4 		$5.1K Hold
167
– – ﹤0.01% 257
2025
Q3 		$4.82K Hold
167
– – ﹤0.01% 248
2025
Q2 		$3.33K Hold
167
– – ﹤0.01% 246
2025
Q1 		$2.63K Hold
167
– – ﹤0.01% 263
2024
Q4 		$3.34K Buy
+167
New +$3.4K ﹤0.01% 240

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

Hager Investment Management Services's PBW Position: Q2 2026 in Review

Hager Investment Management Services held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2026 at 167 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Hager Investment Management Services first reported a position in PBW in Q4 2024 and has held it in 7 quarters since. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Hager Investment Management Services held 167 shares of Invesco WilderHill Clean Energy ETF worth $6.51K as of Q2 2026.
  • Hager Investment Management Services left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2026.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Hager Investment Management Services's portfolio in Q2 2026, its #267 holding.
  • Hager Investment Management Services first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2024 and has held it in 7 quarters since.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.