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Hickory Point Bank & Trust’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Hickory Point Bank & Trust’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 		$15.6K Hold
400
– – 0.01% 323
2026
Q1 		$12.6K Buy
+400
New +$13.3K 0.01% 336

Other funds holding PBW

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
BCM
Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hickory Point Bank & Trust's PBW Position: Q2 2026 in Review

Hickory Point Bank & Trust held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2026 at 400 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #323.

Hickory Point Bank & Trust first reported a position in PBW in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Hickory Point Bank & Trust held 400 shares of Invesco WilderHill Clean Energy ETF worth $15.6K as of Q2 2026.
  • Hickory Point Bank & Trust left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2026.
  • Invesco WilderHill Clean Energy ETF made up 0.01% of Hickory Point Bank & Trust's portfolio in Q2 2026, its #323 holding.
  • Hickory Point Bank & Trust first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Hickory Point Bank & Trust's 13F filing for Q2 2026, filed 17 Jul 2026.