Johnson Financial Group Inc (Wisconsin)’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$52.4K	Sell	1,343 -93	-6%	-$3.62K	﹤0.01%	469
2026 Q1	$45.3K	Buy	1,436 +1,053	+275%	+$35.1K	﹤0.01%	491
2025 Q4	$11.7K	Sell	383 -1,467	-79%	-$46.7K	﹤0.01%	648
2025 Q3	$53.4K	Sell	1,850 -237	-11%	-$5.85K	﹤0.01%	591
2025 Q2	$41.6K	Buy	+2,087	New	+$35.9K	﹤0.01%	476
2024 Q3	–	Sell	-6,851	Closed	-$138K	–	1011
2024 Q2	$138K	Buy	+6,851	New	+$147K	0.01%	352

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

Johnson Financial Group Inc (Wisconsin)'s PBW Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 6.5% in Q2 2026, selling an estimated $3.62K and leaving 1,343 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Johnson Financial Group Inc (Wisconsin) first reported a position in PBW in Q2 2024 and has held it in 6 quarters since. The position peaked at $138K in Q2 2024. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 1,343 shares of Invesco WilderHill Clean Energy ETF worth $52.4K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) sold 93 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $3.62K.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #469 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2024 and has held it in 6 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Invesco WilderHill Clean Energy ETF position peaked at $138K in Q2 2024.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.