Prospera Financial Services’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Prospera 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 Q1	–	Sell	-12,332	Closed	-$377K	–	1479
2025 Q4	$377K	Sell	12,332 -200	-2%	-$6.37K	0.01%	1047
2025 Q3	$362K	Buy	+12,532	New	+$309K	0.01%	1081
2022 Q2	–	Sell	-1,511	Closed	-$99K	–	2309
2022 Q1	$99K	Buy	+1,511	New	+$90.6K	﹤0.01%	1121
2021 Q1	–	Sell	-2,389	Closed	-$247K	–	771
2020 Q4	$247K	Buy	2,389 +989	+71%	+$80.1K	0.02%	592
2020 Q3	$85K	Buy	+1,400	New	+$72.8K	0.03%	451

Other funds holding PBW

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

Two Sigma Investments New York $138B AUM 41.87% 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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Prospera Financial Services's PBW Position: Q1 2026 in Review

Prospera Financial Services sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2026, closing a stake of 12,332 shares — an estimated $377K sold.

Prospera Financial Services first reported a position in PBW in Q3 2020 and held it in 5 quarters. The position peaked at $377K in Q4 2025. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

Prospera Financial Services reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
Prospera Financial Services sold 12,332 Invesco WilderHill Clean Energy ETF shares in Q1 2026, an estimated $377K.
Prospera Financial Services first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2020 and held it in 5 quarters.
Prospera Financial Services's Invesco WilderHill Clean Energy ETF position peaked at $377K in Q4 2025.
144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.