Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Kayne Anderson Rudnick 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
-125
Closed -$3.82K – 1016
2025
Q4 		$3.82K Hold
125
– – ﹤0.01% 766
2025
Q3 		$3.6K Hold
125
– – ﹤0.01% 776
2025
Q2 		$2.49K Hold
125
– – ﹤0.01% 818
2025
Q1 		$1.97K Hold
125
– – ﹤0.01% 800
2024
Q4 		$2.5K Hold
125
– – ﹤0.01% 799
2024
Q3 		$2.5K Buy
+125
New +$2.49K ﹤0.01% 789

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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

Kayne Anderson Rudnick Investment Management's PBW Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2026, closing a stake of 125 shares — an estimated $3.82K sold.

Kayne Anderson Rudnick Investment Management first reported a position in PBW in Q3 2024 and held it in 6 quarters. The position peaked at $3.82K in Q4 2025. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 125 Invesco WilderHill Clean Energy ETF shares in Q1 2026, an estimated $3.82K.
  • Kayne Anderson Rudnick Investment Management first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2024 and held it in 6 quarters.
  • Kayne Anderson Rudnick Investment Management's Invesco WilderHill Clean Energy ETF position peaked at $3.82K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.