PCG
PBW icon

Prosperity Consulting Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Prosperity Consulting Group’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 		$269K Hold
6,899
– – 0.01% 513
2026
Q1 		$218K Hold
6,899
– – 0.01% 490
2025
Q4 		$211K Buy
+6,899
New +$220K 0.01% 489

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

Prosperity Consulting Group's PBW Position: Q2 2026 in Review

Prosperity Consulting Group held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2026 at 6,899 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #513.

Prosperity Consulting Group first reported a position in PBW in Q4 2025 and has held it in 3 quarters since. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Prosperity Consulting Group held 6,899 shares of Invesco WilderHill Clean Energy ETF worth $269K as of Q2 2026.
  • Prosperity Consulting Group left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2026.
  • Invesco WilderHill Clean Energy ETF made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #513 holding.
  • Prosperity Consulting Group first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.