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 Q2	$11.8K	Buy	303 +253	+506%	+$9.84K	﹤0.01%	313
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	–	676
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	–	–	1745
2019 Q2	$0	Buy	+20	New	+$565	﹤0.01%	1784

Other funds holding PBW

Morgan Stanley New York $1.89T AUM 35.08% 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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Realta Investment Advisors's PBW Position: Q2 2026 in Review

Realta Investment Advisors increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 506% in Q2 2026, buying an estimated $9.84K and bringing the position to 303 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Realta Investment Advisors first reported a position in PBW in Q2 2019 and has held it in 9 quarters since. The position peaked at $659K in Q3 2025. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Realta Investment Advisors held 303 shares of Invesco WilderHill Clean Energy ETF worth $11.8K as of Q2 2026.
Realta Investment Advisors bought 253 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $9.84K.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Realta Investment Advisors's portfolio in Q2 2026, its #313 holding.
Realta Investment Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2019 and has held it in 9 quarters since.
Realta Investment Advisors's Invesco WilderHill Clean Energy ETF position peaked at $659K in Q3 2025.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.