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Kingsview Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Kingsview Wealth 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
-234,565
Closed -$7.16M – 1398
2025
Q4 		$7.16M Buy
234,565
+226,457
+2,793% +$7.21M 0.1% 197
2025
Q3 		$234K Buy
+8,108
New +$200K ﹤0.01% 1072

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
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 $4.82B AUM 20.19% 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 $9.02B AUM 28.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kingsview Wealth Management's PBW Position: Q1 2026 in Review

Kingsview Wealth Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2026, closing a stake of 234,565 shares — an estimated $7.16M sold.

Kingsview Wealth Management first reported a position in PBW in Q3 2025 and held it in 2 quarters. The position peaked at $7.16M in Q4 2025. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

  • Kingsview Wealth Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 234,565 Invesco WilderHill Clean Energy ETF shares in Q1 2026, an estimated $7.16M.
  • Kingsview Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2025 and held it in 2 quarters.
  • Kingsview Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $7.16M in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.