Jim Simons’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Jim Simons’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	$1.64M	Buy	+42,087	New	+$1.64M	﹤0.01%	2074
2024 Q2	–	Sell	-13,500	Closed	-$311K	–	3845
2024 Q1	$311K	Buy	13,500 +5,800	+75%	+$139K	﹤0.01%	3078
2023 Q4	$229K	Buy	+7,700	New	+$213K	﹤0.01%	3086
2022 Q3	–	Sell	-5,000	Closed	-$229K	–	4323
2022 Q2	$229K	Sell	5,000 -38,100	-88%	-$2M	﹤0.01%	3590
2022 Q1	$2.81M	Buy	43,100 +35,200	+446%	+$2.11M	﹤0.01%	1976
2021 Q4	$564K	Buy	+7,900	New	+$646K	﹤0.01%	3019
2021 Q1	–	Sell	-15,900	Closed	-$1.64M	–	3604
2020 Q4	$1.64M	Sell	15,900 -1,100	-6%	-$89.1K	﹤0.01%	2242
2020 Q3	$1.03M	Buy	+17,000	New	+$884K	﹤0.01%	2504

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 $9.49B AUM 23.65% 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

Jim Simons's PBW Position: Q2 2026 in Review

Jim Simons opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q2 2026: 42,087 shares worth $1.64M. The stake represents ﹤0.01% of the portfolio and ranks #2074 among its holdings. This is a return to the name: Jim Simons previously reported a position in PBW as recently as Q1 2024.

Jim Simons first reported a position in PBW in Q3 2020 and has held it in 8 quarters since. The position peaked at $2.81M in Q1 2022. 151 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Jim Simons held 42,087 shares of Invesco WilderHill Clean Energy ETF worth $1.64M as of Q2 2026.
Invesco WilderHill Clean Energy ETF was a new Jim Simons position in Q2 2026.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Jim Simons's portfolio in Q2 2026, its #2074 holding.
Jim Simons first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2020 and has held it in 8 quarters since.
Jim Simons's Invesco WilderHill Clean Energy ETF position peaked at $2.81M in Q1 2022.
151 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.