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

Prism 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 		$319K Buy
8,183
+18
+0.2% +$700 0.08% 62
2026
Q1 		$258K Buy
8,165
+20
+0.2% +$667 0.07% 62
2025
Q4 		$249K Sell
8,145
-2,156
-21% -$68.6K 0.07% 63
2025
Q3 		$297K Sell
10,301
-337
-3% -$8.32K 0.08% 63
2025
Q2 		$212K Buy
10,638
+328
+3% +$5.64K 0.06% 67
2025
Q1 		$162K Sell
10,310
-37
-0.4% -$693 0.05% 59
2024
Q4 		$207K Buy
+10,347
New +$211K 0.06% 56
2024
Q2 		– Sell
-9,355
Closed -$216K – 67
2024
Q1 		$216K Buy
+9,355
New +$225K 0.06% 55
2023
Q4 		– Sell
-7,183
Closed -$226K – 66
2023
Q3 		$226K Buy
7,183
+2,000
+39% +$75.6K 0.08% 56
2023
Q2 		$208K Buy
+5,183
New +$193K 0.07% 50
2022
Q4 		– Sell
-4,217
Closed -$203K – 51
2022
Q3 		$203K Buy
+4,217
New +$230K 0.08% 49
2022
Q2 		– Sell
-3,152
Closed -$205K – 54
2022
Q1 		$205K Hold
3,152
– – 0.07% 53
2021
Q4 		$225K Hold
3,152
– – 0.07% 51
2021
Q3 		$243K Buy
3,152
+510
+19% +$41.7K 0.09% 46
2021
Q2 		$246K Hold
2,642
– – 0.09% 49
2021
Q1 		$260K Sell
2,642
-1,796
-40% -$205K 0.09% 41
2020
Q4 		$459K Sell
4,438
-1,367
-24% -$111K 0.17% 34
2020
Q3 		$353K Hold
5,805
– – 0.15% 35
2020
Q2 		$236K Buy
+5,805
New +$193K 0.11% 42
2020
Q1 		– Sell
-6,539
Closed -$224K – 63
2019
Q4 		$224K Buy
+6,539
New +$200K 0.11% 59

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

Prism Advisors's PBW Position: Q2 2026 in Review

Prism Advisors increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 0.22% in Q2 2026, buying an estimated $700 and bringing the position to 8,183 shares worth $319K. The position accounts for 0.08% of the portfolio, ranked #62.

Prism Advisors first reported a position in PBW in Q4 2019 and has held it in 20 quarters since. The position peaked at $459K in Q4 2020. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Prism Advisors held 8,183 shares of Invesco WilderHill Clean Energy ETF worth $319K as of Q2 2026.
  • Prism Advisors bought 18 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $700.
  • Invesco WilderHill Clean Energy ETF made up 0.08% of Prism Advisors's portfolio in Q2 2026, its #62 holding.
  • Prism Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2019 and has held it in 20 quarters since.
  • Prism Advisors's Invesco WilderHill Clean Energy ETF position peaked at $459K in Q4 2020.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Prism Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.