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

MinichMacGregor 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	-12,040	Closed	-$368K	–	157
2025 Q4	$368K	Sell	12,040 -2,085	-15%	-$66.4K	0.07%	85
2025 Q3	$408K	Buy	+14,125	New	+$349K	0.08%	87
2023 Q1	–	Sell	-404	Closed	-$15.5K	–	474
2022 Q4	$15.5K	Buy	+404	New	+$18K	0.01%	362
2021 Q2	–	Sell	-5,105	Closed	-$502K	–	85
2021 Q1	$502K	Buy	5,105 +1,524	+43%	+$174K	0.19%	54
2020 Q4	$370K	Buy	3,581 +93	+3%	+$7.53K	0.15%	56
2020 Q3	$212K	Buy	+3,488	New	+$181K	0.1%	58

Other funds holding PBW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

MinichMacGregor Wealth Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2026, closing a stake of 12,040 shares — an estimated $368K sold.

MinichMacGregor Wealth Management first reported a position in PBW in Q3 2020 and held it in 6 quarters. The position peaked at $502K in Q1 2021. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

MinichMacGregor Wealth Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
MinichMacGregor Wealth Management sold 12,040 Invesco WilderHill Clean Energy ETF shares in Q1 2026, an estimated $368K.
MinichMacGregor Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2020 and held it in 6 quarters.
MinichMacGregor Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $502K in Q1 2021.
144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.