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NewEdge Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

NewEdge 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
Q2 		$2.15K Hold
55
– – ﹤0.01% 3902
2026
Q1 		$1.74K Hold
55
– – ﹤0.01% 3832
2025
Q4 		$1.68K Sell
55
-96
-64% -$3.06K ﹤0.01% 3914
2025
Q3 		$4.36K Sell
151
-37
-20% -$913 ﹤0.01% 3573
2025
Q2 		$3.75K Hold
188
– – ﹤0.01% 3479
2025
Q1 		$2.96K Buy
188
+37
+25% +$693 ﹤0.01% 3426
2024
Q4 		$3.02K Sell
151
-4,297
-97% -$87.6K ﹤0.01% 3366
2024
Q3 		$89.1K Sell
4,448
-34
-0.8% -$678 ﹤0.01% 2232
2024
Q2 		$90.3K Sell
4,482
-1,603
-26% -$34.5K ﹤0.01% 2155
2024
Q1 		$140K Sell
6,085
-631
-9% -$15.2K ﹤0.01% 1952
2023
Q4 		$200K Sell
6,716
-223
-3% -$6.16K ﹤0.01% 1713
2023
Q3 		$218K Sell
6,939
-6,211
-47% -$235K ﹤0.01% 1597
2023
Q2 		$528K Sell
13,150
-4,842
-27% -$180K 0.01% 1163
2023
Q1 		$727K Sell
17,992
-1,944
-10% -$81.8K 0.01% 935
2022
Q4 		$485K Buy
19,936
+15,300
+330% +$681K 0.01% 794
2022
Q3 		$223K Buy
4,636
+180
+4% +$9.8K ﹤0.01% 1328
2022
Q2 		$204K Buy
+4,456
New +$234K ﹤0.01% 1390
2022
Q1 		– Sell
-4,448
Closed -$318K – 1487
2021
Q4 		$318K Buy
4,448
+687
+18% +$56.2K ﹤0.01% 1297
2021
Q3 		$290K Buy
3,761
+93
+3% +$7.6K 0.01% 912
2021
Q2 		$342K Buy
+3,668
New +$318K 0.01% 853

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

NewEdge Advisors's PBW Position: Q2 2026 in Review

NewEdge Advisors held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2026 at 55 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #3902.

NewEdge Advisors first reported a position in PBW in Q2 2021 and has held it in 20 quarters since. The position peaked at $727K in Q1 2023. 126 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • NewEdge Advisors held 55 shares of Invesco WilderHill Clean Energy ETF worth $2.15K as of Q2 2026.
  • NewEdge Advisors left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2026.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3902 holding.
  • NewEdge Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2021 and has held it in 20 quarters since.
  • NewEdge Advisors's Invesco WilderHill Clean Energy ETF position peaked at $727K in Q1 2023.
  • 126 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.