RIA
PBW icon

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

Realta Investment 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
Q1 		$1.58K Sell
50
-19,274
-100% -$643K ﹤0.01% 345
2025
Q4 		$590K Sell
19,324
-3,509
-15% -$112K 0.19% 110
2025
Q3 		$659K Buy
+22,833
New +$563K 0.22% 93
2023
Q4 		– Sell
-27
Closed -$1.07K – 677
2023
Q3 		$1.07K Hold
27
– – ﹤0.01% 773
2023
Q2 		$1.07K Buy
+27
New +$1.01K ﹤0.01% 823
2023
Q1 		– Sell
-46
Closed -$1.76K – 690
2022
Q4 		$1.76K Buy
46
+11
+31% +$489 ﹤0.01% 824
2022
Q3 		$2K Buy
+35
New +$1.91K ﹤0.01% 797
2019
Q3 		– Sell
-20
Closed – – 1750
2019
Q2 		$0 Buy
+20
New +$565 ﹤0.01% 1785

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return