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Kestra Advisory Services’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Kestra Advisory Services’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
-2,929
Closed -$89.5K – 4037
2025
Q4 		$89.5K Buy
+2,929
New +$93.3K ﹤0.01% 3517
2024
Q1 		– Sell
-7,875
Closed -$234K – 2514
2023
Q4 		$234K Buy
+7,875
New +$217K ﹤0.01% 2007
2023
Q3 		– Sell
-6,442
Closed -$258K – 2199
2023
Q2 		$258K Buy
6,442
+193
+3% +$7.19K ﹤0.01% 1729
2023
Q1 		$253K Sell
6,249
-1,751
-22% -$73.7K ﹤0.01% 1680
2022
Q4 		$307K Buy
8,000
+571
+8% +$25.4K ﹤0.01% 1731
2022
Q3 		$358K Buy
7,429
+1,484
+25% +$80.8K ﹤0.01% 1507
2022
Q2 		$272K Sell
5,945
-269
-4% -$14.1K ﹤0.01% 1688
2022
Q1 		$405K Sell
6,214
-1,216
-16% -$72.9K ﹤0.01% 1405
2021
Q4 		$531K Sell
7,430
-2,037
-22% -$167K 0.01% 1287
2021
Q3 		$731K Buy
9,467
+718
+8% +$58.7K 0.01% 1182
2021
Q2 		$815K Sell
8,749
-421
-5% -$36.5K 0.01% 1043
2021
Q1 		$902K Buy
9,170
+1,360
+17% +$155K 0.01% 922
2020
Q4 		$816K Buy
7,810
+7,710
+7,710% +$625K 0.01% 958
2020
Q3 		$367K Buy
+100
New +$5.2K 0.01% 1015

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Kestra Advisory Services's PBW Position: Q1 2026 in Review

Kestra Advisory Services sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2026, closing a stake of 2,929 shares — an estimated $89.5K sold.

Kestra Advisory Services first reported a position in PBW in Q3 2020 and held it in 14 quarters. The position peaked at $902K in Q1 2021. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

  • Kestra Advisory Services reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,929 Invesco WilderHill Clean Energy ETF shares in Q1 2026, an estimated $89.5K.
  • Kestra Advisory Services first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2020 and held it in 14 quarters.
  • Kestra Advisory Services's Invesco WilderHill Clean Energy ETF position peaked at $902K in Q1 2021.
  • 144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.