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Howe & Rusling’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Howe & Rusling’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
Q1 		$126K Buy
3,980
+391
+11% +$13K 0.01% 315
2025
Q4 		$110K Sell
3,589
-471
-12% -$15K 0.01% 324
2025
Q3 		$117K Hold
4,060
– – 0.01% 309
2025
Q2 		$80.9K Sell
4,060
-2,239
-36% -$38.5K 0.01% 326
2025
Q1 		$99.1K Buy
6,299
+1,405
+29% +$26.3K 0.01% 297
2024
Q4 		$97.9K Sell
4,894
-1,575
-24% -$32.1K 0.01% 284
2024
Q3 		$130K Buy
6,469
+400
+7% +$7.97K 0.01% 264
2024
Q2 		$122K Hold
6,069
– – 0.01% 253
2024
Q1 		$140K Buy
6,069
+80
+1% +$1.92K 0.01% 256
2023
Q4 		$178K Sell
5,989
-1,430
-19% -$39.5K 0.02% 233
2023
Q3 		$233K Buy
7,419
+2,946
+66% +$111K 0.03% 201
2023
Q2 		$179K Buy
4,473
+1,869
+72% +$69.6K 0.02% 225
2023
Q1 		$105K Sell
2,604
-500
-16% -$21K 0.01% 223
2022
Q4 		$119K Hold
3,104
– – 0.01% 211
2022
Q3 		$150K Sell
3,104
-600
-16% -$32.7K 0.02% 224
2022
Q2 		$169K Sell
3,704
-700
-16% -$36.7K 0.02% 219
2022
Q1 		$287K Buy
4,404
+75
+2% +$4.5K 0.03% 169
2021
Q4 		$309K Buy
4,329
+575
+15% +$47K 0.04% 164
2021
Q3 		$290K Buy
3,754
+1,640
+78% +$134K 0.04% 162
2021
Q2 		$197K Buy
2,114
+250
+13% +$21.6K 0.02% 188
2021
Q1 		$183K Buy
1,864
+79
+4% +$9.03K 0.02% 185
2020
Q4 		$185K Hold
1,785
– – 0.03% 175
2020
Q3 		$108K Hold
1,785
– – 0.02% 202
2020
Q2 		$73K Buy
1,785
+910
+104% +$30.3K 0.01% 209
2020
Q1 		$23K Buy
+875
New +$30.9K 0.01% 328

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 $4.82B AUM 20.19% 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

Howe & Rusling's PBW Position: Q1 2026 in Review

Howe & Rusling increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 11% in Q1 2026, buying an estimated $13K and bringing the position to 3,980 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #315.

Howe & Rusling first reported a position in PBW in Q1 2020 and has held it in 25 quarters since. The position peaked at $309K in Q4 2021. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

  • Howe & Rusling held 3,980 shares of Invesco WilderHill Clean Energy ETF worth $126K as of Q1 2026.
  • Howe & Rusling bought 391 Invesco WilderHill Clean Energy ETF shares in Q1 2026, an estimated $13K.
  • Invesco WilderHill Clean Energy ETF made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #315 holding.
  • Howe & Rusling first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2020 and has held it in 25 quarters since.
  • Howe & Rusling's Invesco WilderHill Clean Energy ETF position peaked at $309K in Q4 2021.
  • 144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.