HighTower Advisors
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HighTower Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

HighTower Advisors’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 		$246K Sell
6,303
-237
-4% -$9.22K ﹤0.01% 3378
2026
Q1 		$207K Sell
6,540
-811,510
-99% -$27.1M ﹤0.01% 3455
2025
Q4 		$25M Buy
818,050
+5,567
+0.7% +$177K 0.03% 537
2025
Q3 		$23.5M Buy
+812,483
New +$20M 0.03% 538
2023
Q4 		– Sell
-7,384
Closed -$233K – 3798
2023
Q3 		$233K Sell
7,384
-645
-8% -$24.4K ﹤0.01% 2795
2023
Q2 		$321K Sell
8,029
-3,557
-31% -$132K ﹤0.01% 2521
2023
Q1 		$467K Sell
11,586
-1,585
-12% -$66.7K ﹤0.01% 2158
2022
Q4 		$507K Buy
13,171
+2,068
+19% +$92K ﹤0.01% 2120
2022
Q3 		$534K Buy
11,103
+64
+0.6% +$3.49K ﹤0.01% 1981
2022
Q2 		$505K Sell
11,039
-3,934
-26% -$207K ﹤0.01% 2044
2022
Q1 		$976K Sell
14,973
-36,079
-71% -$2.16M ﹤0.01% 1776
2021
Q4 		$3.63M Buy
51,052
+778
+2% +$63.6K 0.01% 1060
2021
Q3 		$3.89M Buy
50,274
+1,883
+4% +$154K 0.01% 932
2021
Q2 		$4.51M Sell
48,391
-258,984
-84% -$22.4M 0.01% 842
2021
Q1 		$30.2M Buy
307,375
+60,748
+25% +$6.94M 0.1% 222
2020
Q4 		$25.5M Buy
246,627
+2,642
+1% +$214K 0.11% 198
2020
Q3 		$14.8M Sell
243,985
-1,207
-0.5% -$62.8K 0.07% 255
2020
Q2 		$9.97M Sell
245,192
-10,565
-4% -$352K 0.05% 319
2020
Q1 		$6.85M Buy
255,757
+15,870
+7% +$561K 0.04% 369
2019
Q4 		$8.21M Buy
239,887
+7,096
+3% +$217K 0.05% 388
2019
Q3 		$6.8M Buy
232,791
+6,828
+3% +$205K 0.04% 457
2019
Q2 		$6.7M Buy
+225,963
New +$6.38M 0.04% 458

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

HighTower Advisors's PBW Position: Q2 2026 in Review

HighTower Advisors reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 3.6% in Q2 2026, selling an estimated $9.22K and leaving 6,303 shares worth $246K. The position accounts for ﹤0.01% of the portfolio, ranked #3378.

HighTower Advisors first reported a position in PBW in Q2 2019 and has held it in 22 quarters since. The position peaked at $30.2M in Q1 2021. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • HighTower Advisors held 6,303 shares of Invesco WilderHill Clean Energy ETF worth $246K as of Q2 2026.
  • HighTower Advisors sold 237 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $9.22K.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3378 holding.
  • HighTower Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2019 and has held it in 22 quarters since.
  • HighTower Advisors's Invesco WilderHill Clean Energy ETF position peaked at $30.2M in Q1 2021.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.