&Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

&Partners’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	$226K	Buy	+5,801	New	+$226K	﹤0.01%	2310

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

&Partners's PBW Position: Q2 2026 in Review

&Partners opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q2 2026: 5,801 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #2310 among its holdings.

152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

&Partners held 5,801 shares of Invesco WilderHill Clean Energy ETF worth $226K as of Q2 2026.
Invesco WilderHill Clean Energy ETF was a new &Partners position in Q2 2026.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2310 holding.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.