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Millstone Evans Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Millstone Evans Group’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 		$13.9K Hold
357
– – 0.01% 550
2026
Q1 		$11.3K Hold
357
– – 0.01% 561
2025
Q4 		$10.9K Hold
357
– – 0.01% 539
2025
Q3 		$10.3K Hold
357
– – 0.01% 528
2025
Q2 		$7.11K Hold
357
– – ﹤0.01% 556
2025
Q1 		$5.62K Hold
357
– – ﹤0.01% 588
2024
Q4 		$7.14K Buy
+357
New +$7.28K ﹤0.01% 532

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Millstone Evans Group's PBW Position: Q2 2026 in Review

Millstone Evans Group held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2026 at 357 shares worth $13.9K. The position accounts for 0.01% of the portfolio, ranked #550.

Millstone Evans Group first reported a position in PBW in Q4 2024 and has held it in 7 quarters since. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Millstone Evans Group held 357 shares of Invesco WilderHill Clean Energy ETF worth $13.9K as of Q2 2026.
  • Millstone Evans Group left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2026.
  • Invesco WilderHill Clean Energy ETF made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #550 holding.
  • Millstone Evans Group first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2024 and has held it in 7 quarters since.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.