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	$218K	Buy	+5,600	New	+$218K	﹤0.01%	11761
2025 Q4	–	Sell	-15,000	Closed	-$433K	–	13265
2025 Q3	$433K	Sell	15,000 -2,700	-15%	-$66.6K	﹤0.01%	9287
2025 Q2	$353K	Buy	+17,700	New	+$305K	﹤0.01%	9977
2023 Q1	–	Sell	-6,000	Closed	-$230K	–	13238
2022 Q4	$230K	Sell	6,000 -9,000	-60%	-$400K	﹤0.01%	9777
2022 Q3	$723K	Sell	15,000 -16,300	-52%	-$888K	﹤0.01%	7484
2022 Q2	$1.43M	Sell	31,300 -16,800	-35%	-$882K	﹤0.01%	5665
2022 Q1	$3.13M	Sell	48,100 -32,700	-40%	-$1.96M	﹤0.01%	4544
2021 Q4	$5.77M	Sell	80,800 -35,000	-30%	-$2.86M	﹤0.01%	3506
2021 Q3	$8.94M	Sell	115,800 -71,600	-38%	-$5.85M	﹤0.01%	3030
2021 Q2	$17.5M	Buy	187,400 +54,300	+41%	+$4.7M	﹤0.01%	2210
2021 Q1	$13.1M	Buy	133,100 +101,000	+315%	+$11.5M	﹤0.01%	2389
2020 Q4	$3.32M	Buy	32,100 +22,100	+221%	+$1.79M	﹤0.01%	4140
2020 Q3	$608K	Buy	+10,000	New	+$520K	﹤0.01%	7275
2018 Q2	–	Sell	-9,200	Closed	-$230K	–	10171
2018 Q1	$230K	Buy	+9,200	New	+$230K	﹤0.01%	8093

Other funds holding PBW

Morgan Stanley New York $1.89T AUM 35.08% 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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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.