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Optima Capital’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Optima Capital’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
-60
Closed -$1.83K – 954
2025
Q4 		$1.83K Buy
+60
New +$1.91K ﹤0.01% 800

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Qube Research & Technologies (QRT)
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IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 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 $377B AUM 19.32% 1-Year Est. Return

Optima Capital's PBW Position: Q1 2026 in Review

Optima Capital sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2026, closing a stake of 60 shares — an estimated $1.83K sold.

Optima Capital first reported a position in PBW in Q4 2025 and held it in 1 quarter. The position peaked at $1.83K in Q4 2025. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

  • Optima Capital reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 60 Invesco WilderHill Clean Energy ETF shares in Q1 2026, an estimated $1.83K.
  • Optima Capital first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Invesco WilderHill Clean Energy ETF position peaked at $1.83K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.