Northwestern Mutual Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $128K | Buy |
3,279
+503
| +18% | +$19.6K | ﹤0.01% | 2172 |
|
|
2026
Q1 | $87.7K | Sell |
2,776
-185
| -6% | -$6.17K | ﹤0.01% | 2221 |
|
|
2025
Q4 | $90.4K | Sell |
2,961
-277
| -9% | -$8.82K | ﹤0.01% | 2177 |
|
|
2025
Q3 | $93.5K | Buy |
3,238
+2
| +0.1% | +$49 | ﹤0.01% | 2072 |
|
|
2025
Q2 | $64.5K | Sell |
3,236
-332
| -9% | -$5.71K | ﹤0.01% | 2160 |
|
|
2025
Q1 | $56.2K | Buy |
3,568
+586
| +20% | +$11K | ﹤0.01% | 2140 |
|
|
2024
Q4 | $59.7K | Sell |
2,982
-100
| -3% | -$2.04K | ﹤0.01% | 2120 |
|
|
2024
Q3 | $61.7K | Sell |
3,082
-1,381
| -31% | -$27.5K | ﹤0.01% | 2079 |
|
|
2024
Q2 | $89.9K | Buy |
4,463
+765
| +21% | +$16.5K | ﹤0.01% | 1870 |
|
|
2024
Q1 | $85.2K | Sell |
3,698
-453
| -11% | -$10.9K | ﹤0.01% | 1879 |
|
|
2023
Q4 | $123K | Sell |
4,151
-3,983
| -49% | -$110K | ﹤0.01% | 1707 |
|
|
2023
Q3 | $256K | Buy |
8,134
+167
| +2% | +$6.31K | ﹤0.01% | 1382 |
|
|
2023
Q2 | $320K | Sell |
7,967
-375
| -4% | -$14K | ﹤0.01% | 1309 |
|
|
2023
Q1 | $337K | Sell |
8,342
-147
| -2% | -$6.19K | ﹤0.01% | 1259 |
|
|
2022
Q4 | $325K | Sell |
8,489
-280
| -3% | -$12.5K | ﹤0.01% | 1255 |
|
|
2022
Q3 | $422K | Sell |
8,769
-658
| -7% | -$35.8K | ﹤0.01% | 1124 |
|
|
2022
Q2 | $431K | Sell |
9,427
-766
| -8% | -$40.2K | ﹤0.01% | 1102 |
|
|
2022
Q1 | $665K | Sell |
10,193
-1,474
| -13% | -$88.3K | ﹤0.01% | 977 |
|
|
2021
Q4 | $833K | Sell |
11,667
-37,689
| -76% | -$3.08M | ﹤0.01% | 887 |
|
|
2021
Q3 | $3.81M | Buy |
49,356
+2,221
| +5% | +$182K | 0.01% | 427 |
|
|
2021
Q2 | $4.39M | Buy |
47,135
+45,165
| +2,293% | +$3.91M | 0.01% | 398 |
|
|
2021
Q1 | $194K | Buy |
1,970
+1,858
| +1,659% | +$212K | ﹤0.01% | 1253 |
|
|
2020
Q4 | $12K | Buy |
+112
| New | +$9.07K | ﹤0.01% | 2140 |
|
|
2019
Q4 | – | Sell |
-56
| Closed | -$2K | – | 2561 |
|
|
2019
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 2282 |
|
|
2019
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 2333 |
|
|
2019
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 2328 |
|
|
2018
Q4 | $1K | Buy |
+56
| New | +$1.3K | ﹤0.01% | 2304 |
|
|
2018
Q1 | – | Sell |
-211
| Closed | -$5K | – | 2369 |
|
|
2017
Q4 | $5K | Buy |
211
+169
| +402% | +$4.16K | ﹤0.01% | 1933 |
|
|
2017
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 2081 |
|
|
2017
Q2 | $1K | Buy |
+42
| New | +$872 | ﹤0.01% | 1954 |
|
|
2017
Q1 | – | Sell |
-14
| Closed | – | – | 2293 |
|
|
2016
Q4 | $0 | Buy |
+14
| New | +$261 | ﹤0.01% | 2466 |
|
|
2015
Q1 | – | Sell |
-1
| Closed | – | – | 1738 |
|
|
2014
Q4 | $0 | Buy |
+1
| New | +$28 | ﹤0.01% | 1790 |
|
Other funds holding PBW
A
Northwestern Mutual Wealth Management's PBW Position: Q2 2026 in Review
Northwestern Mutual Wealth Management increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 18% in Q2 2026, buying an estimated $19.6K and bringing the position to 3,279 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.
Northwestern Mutual Wealth Management first reported a position in PBW in Q4 2014 and has held it in 32 quarters since. The position peaked at $4.39M in Q2 2021. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.
- Northwestern Mutual Wealth Management held 3,279 shares of Invesco WilderHill Clean Energy ETF worth $128K as of Q2 2026.
- Northwestern Mutual Wealth Management bought 503 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $19.6K.
- Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #2172 holding.
- Northwestern Mutual Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2014 and has held it in 32 quarters since.
- Northwestern Mutual Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $4.39M in Q2 2021.
- 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.