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International Assets Investment Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

International Assets Investment Management’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
-20,866
Closed -$637K – 2329
2025
Q4 		$637K Buy
+20,866
New +$664K 0.04% 375
2024
Q3 		– Sell
-180
Closed -$3.63K – 2401
2024
Q2 		$3.63K Buy
+180
New +$3.87K ﹤0.01% 1911

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 $9.48B 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

International Assets Investment Management's PBW Position: Q1 2026 in Review

International Assets Investment Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2026, closing a stake of 20,866 shares — an estimated $637K sold.

International Assets Investment Management first reported a position in PBW in Q2 2024 and held it in 2 quarters. The position peaked at $637K in Q4 2025. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

  • International Assets Investment Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
  • International Assets Investment Management sold 20,866 Invesco WilderHill Clean Energy ETF shares in Q1 2026, an estimated $637K.
  • International Assets Investment Management first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2024 and held it in 2 quarters.
  • International Assets Investment Management's Invesco WilderHill Clean Energy ETF position peaked at $637K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on International Assets Investment Management's 13F filing for Q1 2026, filed 1 May 2026.