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

Independent Financial Group’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
-15,681
Closed -$479K – 1506
2025
Q4 		$479K Sell
15,681
-163
-1% -$5.19K 0.01% 922
2025
Q3 		$458K Buy
+15,844
New +$391K 0.01% 898
2024
Q3 		– Sell
-20,241
Closed -$408K – 1180
2024
Q2 		$408K Sell
20,241
-33
-0.2% -$710 0.02% 683
2024
Q1 		$467K Buy
20,274
+1,232
+6% +$29.6K 0.02% 607
2023
Q4 		$566K Buy
19,042
+3,951
+26% +$109K 0.03% 518
2023
Q3 		$474K Buy
15,091
+679
+5% +$25.7K 0.03% 503
2023
Q2 		$578K Buy
14,412
+1,600
+12% +$59.6K 0.04% 446
2023
Q1 		$518K Buy
12,812
+4,862
+61% +$205K 0.04% 447
2022
Q4 		$305K Buy
7,950
+3,576
+82% +$159K 0.03% 547
2022
Q3 		$211K Buy
+4,374
New +$238K 0.02% 653
2021
Q3 		– Sell
-2,294
Closed -$214K – 744
2021
Q2 		$214K Sell
2,294
-3,149
-58% -$273K 0.02% 647
2021
Q1 		$536K Buy
5,443
+1,890
+53% +$216K 0.07% 319
2020
Q4 		$367K Sell
3,553
-1,246
-26% -$101K 0.05% 372
2020
Q3 		$292K Sell
4,799
-231
-5% -$12K 0.05% 356
2020
Q2 		$204K Buy
+5,030
New +$168K 0.05% 413

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Independent Financial Group's PBW Position: Q1 2026 in Review

Independent Financial Group sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2026, closing a stake of 15,681 shares — an estimated $479K sold.

Independent Financial Group first reported a position in PBW in Q2 2020 and held it in 15 quarters. The position peaked at $578K in Q2 2023. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

  • Independent Financial Group reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Independent Financial Group sold 15,681 Invesco WilderHill Clean Energy ETF shares in Q1 2026, an estimated $479K.
  • Independent Financial Group first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2020 and held it in 15 quarters.
  • Independent Financial Group's Invesco WilderHill Clean Energy ETF position peaked at $578K in Q2 2023.
  • 144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.