JY
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Jeff Yass’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Jeff Yass’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
Q2 		$2.22M Buy
56,800
+43,000
+312% +$1.67M ﹤0.01% 6254
2026
Q1 		$436K Buy
13,800
+100
+0.7% +$3.34K ﹤0.01% 10009
2025
Q4 		$418K Sell
13,700
-2,300
-14% -$73.2K ﹤0.01% 9205
2025
Q3 		$462K Buy
16,000
+4,400
+38% +$109K ﹤0.01% 9143
2025
Q2 		$231K Buy
+11,600
New +$200K ﹤0.01% 10915
2024
Q1 		– Sell
-15,800
Closed -$470K – 13032
2023
Q4 		$470K Sell
15,800
-4,800
-23% -$132K ﹤0.01% 8828
2023
Q3 		$647K Buy
20,600
+9,000
+78% +$340K ﹤0.01% 7626
2023
Q2 		$465K Sell
11,600
-2,100
-15% -$78.2K ﹤0.01% 8489
2023
Q1 		$554K Buy
13,700
+6,400
+88% +$269K ﹤0.01% 8320
2022
Q4 		$280K Sell
7,300
-300
-4% -$13.3K ﹤0.01% 9262
2022
Q3 		$366K Sell
7,600
-7,700
-50% -$419K ﹤0.01% 9302
2022
Q2 		$699K Sell
15,300
-84,600
-85% -$4.44M ﹤0.01% 7433
2022
Q1 		$6.51M Sell
99,900
-44,600
-31% -$2.67M ﹤0.01% 3211
2021
Q4 		$10.3M Buy
144,500
+75,000
+108% +$6.13M ﹤0.01% 2670
2021
Q3 		$5.37M Sell
69,500
-23,400
-25% -$1.91M ﹤0.01% 3827
2021
Q2 		$8.66M Buy
92,900
+8,300
+10% +$719K ﹤0.01% 3124
2021
Q1 		$8.32M Buy
84,600
+39,900
+89% +$4.56M ﹤0.01% 3069
2020
Q4 		$4.62M Buy
44,700
+34,200
+326% +$2.77M ﹤0.01% 3533
2020
Q3 		$638K Buy
+10,500
New +$546K ﹤0.01% 7159
2018
Q2 		– Sell
-13,000
Closed -$325K – 10170
2018
Q1 		$325K Buy
+13,000
New +$325K ﹤0.01% 7491

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jeff Yass's PBW Position: Q2 2026 in Review

Jeff Yass reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 34% in Q2 2026, selling an estimated $486K and leaving 24,185 shares worth $943K. The position accounts for ﹤0.01% of the portfolio, ranked #8352.

Jeff Yass first reported a position in PBW in Q2 2013 and has held it in 40 quarters since. The position peaked at $9.28M in Q4 2020. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Jeff Yass held 24,185 shares of Invesco WilderHill Clean Energy ETF worth $943K as of Q2 2026.
  • Jeff Yass sold 12,481 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $486K.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8352 holding.
  • Jeff Yass first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2013 and has held it in 40 quarters since.
  • Jeff Yass's Invesco WilderHill Clean Energy ETF position peaked at $9.28M in Q4 2020.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.