MWP
PBW icon

Moller Wealth Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Moller Wealth Partners’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 		$1.08M Sell
27,579
-1,649
-6% -$64.1K 0.19% 39
2026
Q1 		$923K Sell
29,228
-1,296
-4% -$43.2K 0.18% 37
2025
Q4 		$932K Sell
30,524
-1,458
-5% -$46.4K 0.2% 38
2025
Q3 		$924K Sell
31,982
-5,727
-15% -$141K 0.19% 39
2025
Q2 		$751K Buy
37,709
+4,469
+13% +$76.9K 0.17% 40
2025
Q1 		$523K Sell
33,240
-743
-2% -$13.9K 0.13% 43
2024
Q4 		$680K Sell
33,983
-2,597
-7% -$52.9K 0.18% 38
2024
Q3 		$733K Buy
36,580
+2,520
+7% +$50.2K 0.18% 37
2024
Q2 		$686K Buy
34,060
+485
+1% +$10.4K 0.18% 37
2024
Q1 		$774K Buy
33,575
+7,474
+29% +$180K 0.21% 35
2023
Q4 		$776K Buy
26,101
+9,914
+61% +$274K 0.22% 34
2023
Q3 		$509K Buy
16,187
+183
+1% +$6.92K 0.16% 36
2023
Q2 		$642K Buy
16,004
+1,861
+13% +$69.3K 0.2% 35
2023
Q1 		$572K Buy
14,143
+1,175
+9% +$49.4K 0.18% 36
2022
Q4 		$497K Sell
12,968
-917
-7% -$40.8K 0.16% 36
2022
Q3 		$669K Sell
13,885
-805
-5% -$43.8K 0.24% 34
2022
Q2 		$671K Buy
14,690
+2,323
+19% +$122K 0.23% 34
2022
Q1 		$806K Buy
12,367
+3,345
+37% +$200K 0.25% 33
2021
Q4 		$644K Buy
9,022
+5,849
+184% +$478K 0.21% 34
2021
Q3 		$245K Sell
3,173
-109
-3% -$8.91K 0.08% 43
2021
Q2 		$306K Buy
3,282
+771
+31% +$66.8K 0.1% 42
2021
Q1 		$247K Buy
2,511
+341
+16% +$39K 0.09% 44
2020
Q4 		$224K Sell
2,170
-1,148
-35% -$93K 0.09% 47
2020
Q3 		$202K Buy
+3,318
New +$173K 0.09% 40
2017
Q3 		– Sell
-2,225
Closed -$48K – 46
2017
Q2 		$48K Hold
2,225
– – 0.02% 47
2017
Q1 		$45K Hold
2,225
– – 0.02% 45
2016
Q4 		$41K Hold
2,225
– – 0.02% 42
2016
Q3 		$43K Hold
2,225
– – 0.02% 44
2016
Q2 		$43K Buy
+2,225
New +$43.4K 0.02% 41

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

Moller Wealth Partners's PBW Position: Q2 2026 in Review

Moller Wealth Partners reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 5.6% in Q2 2026, selling an estimated $64.1K and leaving 27,579 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #39.

Moller Wealth Partners first reported a position in PBW in Q2 2016 and has held it in 29 quarters since. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Moller Wealth Partners held 27,579 shares of Invesco WilderHill Clean Energy ETF worth $1.08M as of Q2 2026.
  • Moller Wealth Partners sold 1,649 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $64.1K.
  • Invesco WilderHill Clean Energy ETF made up 0.19% of Moller Wealth Partners's portfolio in Q2 2026, its #39 holding.
  • Moller Wealth Partners first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2016 and has held it in 29 quarters since.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.