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Harbour Investments’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Harbour Investments’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 		$2M Buy
51,169
+8,423
+20% +$328K 0.03% 546
2026
Q1 		$1.35M Buy
42,746
+42,716
+142,387% +$1.43M 0.02% 657
2025
Q4 		$916 Sell
30
-92
-75% -$2.93K ﹤0.01% 3473
2025
Q3 		$3.52K Sell
122
-36
-23% -$888 ﹤0.01% 3109
2025
Q2 		$3.15K Sell
158
-31
-16% -$533 ﹤0.01% 3011
2025
Q1 		$2.98K Sell
189
-50
-21% -$936 ﹤0.01% 2986
2024
Q4 		$4.78K Sell
239
-351
-59% -$7.16K ﹤0.01% 2737
2024
Q3 		$11.8K Hold
590
– – ﹤0.01% 2284
2024
Q2 		$11.9K Sell
590
-172
-23% -$3.7K ﹤0.01% 2178
2024
Q1 		$17.6K Sell
762
-152
-17% -$3.65K ﹤0.01% 2005
2023
Q4 		$27.2K Sell
914
-443
-33% -$12.2K ﹤0.01% 1726
2023
Q3 		$42.7K Sell
1,357
-274
-17% -$10.4K ﹤0.01% 1426
2023
Q2 		$65.4K Sell
1,631
-307
-16% -$11.4K ﹤0.01% 1240
2023
Q1 		$78.3K Sell
1,938
-1,022
-35% -$43K ﹤0.01% 1154
2022
Q4 		$113K Sell
2,960
-725
-20% -$32.3K 0.01% 961
2022
Q3 		$168K Hold
3,685
– – 0.01% 761
2022
Q2 		$168K Buy
+3,685
New +$193K 0.01% 761
2021
Q4 		$270K Sell
3,779
-2,651
-41% -$217K 0.02% 608
2021
Q3 		$497K Sell
6,430
-450
-7% -$36.8K 0.02% 643
2021
Q2 		$641K Sell
6,880
-3,324
-33% -$288K 0.02% 575
2021
Q1 		$1M Buy
+10,204
New +$1.17M 0.04% 415

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

Harbour Investments's PBW Position: Q2 2026 in Review

Harbour Investments increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 20% in Q2 2026, buying an estimated $328K and bringing the position to 51,169 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #546.

Harbour Investments first reported a position in PBW in Q1 2021 and has held it in 21 quarters since. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Harbour Investments held 51,169 shares of Invesco WilderHill Clean Energy ETF worth $2M as of Q2 2026.
  • Harbour Investments bought 8,423 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $328K.
  • Invesco WilderHill Clean Energy ETF made up 0.03% of Harbour Investments's portfolio in Q2 2026, its #546 holding.
  • Harbour Investments first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and has held it in 21 quarters since.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.