HRT Financial’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

HRT Financial’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	–	Sell	-50,817	Closed	-$1.55M	–	4493
2025 Q4	$1.55M	Buy	+50,817	New	+$1.62M	﹤0.01%	1456
2025 Q2	–	Sell	-25,397	Closed	-$399K	–	3314
2025 Q1	$399K	Buy	+25,397	New	+$476K	﹤0.01%	1609
2024 Q3	–	Sell	-10,442	Closed	-$210K	–	2950
2024 Q2	$210K	Buy	+10,442	New	+$225K	﹤0.01%	1641
2024 Q1	–	Sell	-9,968	Closed	-$296K	–	2891
2023 Q4	$296K	Buy	+9,968	New	+$275K	﹤0.01%	1630
2022 Q2	–	Sell	-3,648	Closed	-$237K	–	3529
2022 Q1	$237K	Buy	+3,648	New	+$219K	﹤0.01%	2396
2021 Q4	–	Sell	-2,654	Closed	-$204K	–	3853
2021 Q3	$204K	Buy	+2,654	New	+$217K	﹤0.01%	2678

Other funds holding PBW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HRT Financial's PBW Position: Q1 2026 in Review

HRT Financial sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2026, closing a stake of 50,817 shares — an estimated $1.55M sold.

HRT Financial first reported a position in PBW in Q3 2021 and held it in 6 quarters. The position peaked at $1.55M in Q4 2025. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

HRT Financial reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
HRT Financial sold 50,817 Invesco WilderHill Clean Energy ETF shares in Q1 2026, an estimated $1.55M.
HRT Financial first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2021 and held it in 6 quarters.
HRT Financial's Invesco WilderHill Clean Energy ETF position peaked at $1.55M in Q4 2025.
144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.