Principal Securities’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-25	Closed	-$722	–	2875
2025 Q3	$722	Hold	25	–	–	﹤0.01%	3474
2025 Q2	$498	Hold	25	–	–	﹤0.01%	3479
2025 Q1	$500	Hold	25	–	–	﹤0.01%	3355
2024 Q4	$500	Hold	25	–	–	﹤0.01%	3350
2024 Q3	$501	Hold	25	–	–	﹤0.01%	3278
2024 Q2	$504	Hold	25	–	–	﹤0.01%	3202
2024 Q1	$576	Hold	25	–	–	﹤0.01%	3126
2023 Q4	$743	Buy	+25	New	+$690	﹤0.01%	3013

Other funds holding PBW

DV Trading Chicago, Illinois $3.05B AUM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

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

Principal Securities's PBW Position: Q4 2025 in Review

Principal Securities sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2025, closing a stake of 25 shares — an estimated $722 sold.

Principal Securities first reported a position in PBW in Q4 2023 and held it in 8 quarters. The position peaked at $743 in Q4 2023. 152 funds tracked by Wall St. Rank hold PBW as of Q4 2025.

Principal Securities reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 25 Invesco WilderHill Clean Energy ETF shares in Q4 2025, an estimated $722.
Principal Securities first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's Invesco WilderHill Clean Energy ETF position peaked at $743 in Q4 2023.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.