Register Financial Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.51K	Hold	90	–	–	﹤0.01%	394
2026 Q1	$2.84K	Hold	90	–	–	﹤0.01%	361
2025 Q4	$2.75K	Hold	90	–	–	﹤0.01%	333
2025 Q3	$2.6K	Buy	90 +25	+38%	+$617	﹤0.01%	327
2025 Q2	$1.29K	Hold	65	–	–	﹤0.01%	328
2025 Q1	$1.02K	Hold	65	–	–	﹤0.01%	299
2024 Q4	$1.3K	Hold	65	–	–	﹤0.01%	289
2024 Q3	$1.3K	Hold	65	–	–	﹤0.01%	291
2024 Q2	$1.31K	Sell	65 -27	-29%	-$581	﹤0.01%	684
2024 Q1	$2.12K	Hold	92	–	–	﹤0.01%	675
2023 Q4	$2.73K	Buy	+92	New	+$2.54K	﹤0.01%	276

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

Register Financial Advisors's PBW Position: Q2 2026 in Review

Register Financial Advisors held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2026 at 90 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Register Financial Advisors first reported a position in PBW in Q4 2023 and has held it in 11 quarters since. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Register Financial Advisors held 90 shares of Invesco WilderHill Clean Energy ETF worth $3.51K as of Q2 2026.
Register Financial Advisors left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2026.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Register Financial Advisors's portfolio in Q2 2026, its #394 holding.
Register Financial Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2023 and has held it in 11 quarters since.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.