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
2022
Q1 		– Sell
-6
Closed -$8K – 3617
2021
Q4 		$8K Buy
+6
New +$491 ﹤0.01% 3170

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors's PBW Position: Q1 2026 in Review

HighTower Advisors reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 99% in Q1 2026, selling an estimated $27.1M and leaving 6,540 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #3455.

HighTower Advisors first reported a position in PBW in Q2 2019 and has held it in 21 quarters since. The position peaked at $30.2M in Q1 2021. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

  • HighTower Advisors held 6,540 shares of Invesco WilderHill Clean Energy ETF worth $207K as of Q1 2026.
  • HighTower Advisors sold 811,510 Invesco WilderHill Clean Energy ETF shares in Q1 2026, an estimated $27.1M.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3455 holding.
  • HighTower Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2019 and has held it in 21 quarters since.
  • HighTower Advisors's Invesco WilderHill Clean Energy ETF position peaked at $30.2M in Q1 2021.
  • 144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.