Pacific Center for Financial Services’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Pacific Center for Financial Services’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	$7.92K	Buy	203 +1	+0.5%	+$39	﹤0.01%	354
2026 Q1	$6.38K	Hold	202	–	–	﹤0.01%	369
2025 Q4	$5.82K	Hold	202	–	–	﹤0.01%	364
2025 Q3	$5.82K	Buy	202 +1	+0.5%	+$25	﹤0.01%	364
2025 Q2	$4.01K	Hold	201	–	–	﹤0.01%	376
2025 Q1	$3.16K	Hold	201	–	–	﹤0.01%	386
2024 Q4	$4.02K	Buy	201 +1	+0.5%	+$20	﹤0.01%	380
2024 Q3	$4K	Sell	200 -59	-23%	-$1.18K	﹤0.01%	379
2024 Q2	$5.22K	Buy	259 +1	+0.4%	+$22	﹤0.01%	355
2024 Q1	$5.95K	Buy	258 +1	+0.4%	+$24	﹤0.01%	350
2023 Q4	$7.65K	Hold	257	–	–	﹤0.01%	295
2023 Q3	$8.07K	Buy	257 +1	+0.4%	+$38	﹤0.01%	300
2023 Q2	$10.3K	Buy	256 +1	+0.4%	+$37	﹤0.01%	275
2023 Q1	$10.3K	Buy	+255	New	+$10.7K	﹤0.01%	271
2022 Q3	$12K	Buy	251 +1	+0.4%	+$54	﹤0.01%	272
2022 Q2	$11K	Buy	250 +1	+0.4%	+$52	﹤0.01%	267
2022 Q1	$16K	Buy	249 +1	+0.4%	+$60	0.01%	242
2021 Q4	$18K	Hold	248	–	–	0.01%	240
2021 Q3	$19K	Buy	248 +61	+33%	+$4.99K	0.01%	240
2021 Q2	$17K	Hold	187	–	–	0.01%	231
2021 Q1	$18K	Hold	187	–	–	0.01%	221
2020 Q4	$19K	Buy	+187	New	+$15.2K	0.01%	207
2019 Q3	–	Sell	-130	Closed	-$4K	–	335
2019 Q2	$4K	Hold	130	–	–	﹤0.01%	269
2019 Q1	$3K	Hold	130	–	–	﹤0.01%	274
2018 Q4	$3K	Hold	130	–	–	﹤0.01%	276
2018 Q3	$3K	Hold	130	–	–	﹤0.01%	275
2018 Q2	$3K	Hold	130	–	–	﹤0.01%	256
2018 Q1	$3K	Hold	130	–	–	﹤0.01%	251
2017 Q4	$3K	Sell	130 -1	-0.8%	-$25	﹤0.01%	254
2017 Q3	$3K	Hold	131	–	–	﹤0.01%	257
2017 Q2	$3K	Hold	131	–	–	﹤0.01%	248
2017 Q1	$3K	Sell	131 -158	-55%	-$3.05K	﹤0.01%	244
2016 Q4	$5K	Buy	+289	New	+$5.39K	﹤0.01%	239

Other funds holding PBW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pacific Center for Financial Services's PBW Position: Q2 2026 in Review

Pacific Center for Financial Services increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 0.5% in Q2 2026, buying an estimated $39 and bringing the position to 203 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Pacific Center for Financial Services first reported a position in PBW in Q4 2016 and has held it in 33 quarters since. The position peaked at $19K in Q3 2021. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Pacific Center for Financial Services held 203 shares of Invesco WilderHill Clean Energy ETF worth $7.92K as of Q2 2026.
Pacific Center for Financial Services bought 1 Invesco WilderHill Clean Energy ETF share in Q2 2026, an estimated $39.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #354 holding.
Pacific Center for Financial Services first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2016 and has held it in 33 quarters since.
Pacific Center for Financial Services's Invesco WilderHill Clean Energy ETF position peaked at $19K in Q3 2021.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.