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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
Q3 		– Sell
-303
Closed -$11.8K – 392
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

PA
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Realta Investment Advisors's PBW Position: Q3 2026 in Review

Realta Investment Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2026, closing a stake of 303 shares — an estimated $11.8K sold.

Realta Investment Advisors first reported a position in PBW in Q2 2019 and held it in 9 quarters. The position peaked at $659K in Q3 2025. 5 funds tracked by Wall St. Rank hold PBW as of Q3 2026.

  • Realta Investment Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 303 Invesco WilderHill Clean Energy ETF shares in Q3 2026, an estimated $11.8K.
  • Realta Investment Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2019 and held it in 9 quarters.
  • Realta Investment Advisors's Invesco WilderHill Clean Energy ETF position peaked at $659K in Q3 2025.
  • 5 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.