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Regatta Research & Money Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Regatta Research & Money 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
Q2 		$29.3K Buy
+750
New +$29.2K 0.03% 348

Other funds holding PBW

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Regatta Research & Money Management's PBW Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q2 2026: 750 shares worth $29.3K. The stake represents 0.03% of the portfolio and ranks #348 among its holdings.

119 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Regatta Research & Money Management held 750 shares of Invesco WilderHill Clean Energy ETF worth $29.3K as of Q2 2026.
  • Invesco WilderHill Clean Energy ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Invesco WilderHill Clean Energy ETF made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #348 holding.
  • 119 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.