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

Outlook Wealth 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 		– Sell
-35,306
Closed -$1.11M – 323
2026
Q1 		$1.11M Sell
35,306
-429
-1% -$14.3K 0.27% 77
2025
Q4 		$1.09M Buy
+35,735
New +$1.14M 0.25% 82

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

Outlook Wealth Advisors's PBW Position: Q2 2026 in Review

Outlook Wealth Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2026, closing a stake of 35,306 shares — an estimated $1.11M sold.

Outlook Wealth Advisors first reported a position in PBW in Q4 2025 and held it in 2 quarters. The position peaked at $1.11M in Q1 2026. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Outlook Wealth Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Outlook Wealth Advisors sold 35,306 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $1.11M.
  • Outlook Wealth Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2025 and held it in 2 quarters.
  • Outlook Wealth Advisors's Invesco WilderHill Clean Energy ETF position peaked at $1.11M in Q1 2026.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.