Medallion Wealth Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Medallion Wealth Advisors’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	$1.01K	Hold	26	–	–	﹤0.01%	1009
2026 Q1	$822	Hold	26	–	–	﹤0.01%	1069
2025 Q4	$794	Hold	26	–	–	﹤0.01%	1058
2025 Q3	$750	Hold	26	–	–	﹤0.01%	1047
2025 Q2	$522	Buy	26 +6	+30%	+$103	﹤0.01%	1046
2025 Q1	$318	Sell	20 -17	-46%	-$318	﹤0.01%	1034
2024 Q4	$740	Buy	+37	New	+$754	﹤0.01%	954

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

Medallion Wealth Advisors's PBW Position: Q2 2026 in Review

Medallion Wealth Advisors held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2026 at 26 shares worth $1.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Medallion Wealth Advisors first reported a position in PBW in Q4 2024 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Medallion Wealth Advisors held 26 shares of Invesco WilderHill Clean Energy ETF worth $1.01K as of Q2 2026.
Medallion Wealth Advisors left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2026.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1009 holding.
Medallion Wealth Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2024 and has held it in 7 quarters since.
151 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.