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MOTCO’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

MOTCO’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 		$85.4K Hold
2,190
– – 0.01% 279
2026
Q1 		$69.2K Hold
2,190
– – 0.01% 299
2025
Q4 		$66.9K Sell
2,190
-55
-2% -$1.75K 0.01% 301
2025
Q3 		$64.8K Hold
2,245
– – 0.01% 311
2025
Q2 		$51.1K Hold
2,245
– – ﹤0.01% 310
2025
Q1 		$35.3K Hold
2,245
– – ﹤0.01% 315
2024
Q4 		$44.9K Sell
2,245
-2,540
-53% -$51.8K ﹤0.01% 292
2024
Q3 		$95.8K Buy
4,785
+359
+8% +$7.16K 0.01% 265
2024
Q2 		$89.2K Hold
4,426
– – 0.01% 347
2024
Q1 		$102K Buy
4,426
+689
+18% +$16.6K 0.01% 330
2023
Q4 		$111K Buy
3,737
+1,327
+55% +$36.6K 0.01% 290
2023
Q3 		$75.7K Buy
2,410
+686
+40% +$25.9K 0.01% 319
2023
Q2 		$69.2K Buy
1,724
+198
+13% +$7.37K ﹤0.01% 320
2023
Q1 		$61.7K Buy
1,526
+561
+58% +$23.6K ﹤0.01% 314
2022
Q4 		$37K Hold
965
– – ﹤0.01% 372
2022
Q3 		$46K Hold
965
– – ﹤0.01% 362
2022
Q2 		$44K Sell
965
-200
-17% -$10.5K ﹤0.01% 366
2022
Q1 		$76K Buy
1,165
+75
+7% +$4.5K ﹤0.01% 311
2021
Q4 		$78K Hold
1,090
– – ﹤0.01% 308
2021
Q3 		$84K Buy
+1,090
New +$89.1K 0.01% 301

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

MOTCO's PBW Position: Q2 2026 in Review

MOTCO held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2026 at 2,190 shares worth $85.4K. The position accounts for 0.01% of the portfolio, ranked #279.

MOTCO first reported a position in PBW in Q3 2021 and has held it in 20 quarters since. The position peaked at $111K in Q4 2023. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • MOTCO held 2,190 shares of Invesco WilderHill Clean Energy ETF worth $85.4K as of Q2 2026.
  • MOTCO left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2026.
  • Invesco WilderHill Clean Energy ETF made up 0.01% of MOTCO's portfolio in Q2 2026, its #279 holding.
  • MOTCO first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2021 and has held it in 20 quarters since.
  • MOTCO's Invesco WilderHill Clean Energy ETF position peaked at $111K in Q4 2023.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.