MWA
PBW icon

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
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
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 $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 $9.02B AUM 28.63% 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 $377B AUM 19.32% 1-Year Est. Return

Medallion Wealth Advisors's PBW Position: Q1 2026 in Review

Medallion Wealth Advisors held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q1 2026 at 26 shares worth $822. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Medallion Wealth Advisors first reported a position in PBW in Q4 2024 and has held it in 6 quarters since. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

  • Medallion Wealth Advisors held 26 shares of Invesco WilderHill Clean Energy ETF worth $822 as of Q1 2026.
  • Medallion Wealth Advisors left its Invesco WilderHill Clean Energy ETF share count unchanged in Q1 2026.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1069 holding.
  • Medallion Wealth Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2024 and has held it in 6 quarters since.
  • 144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.