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Retirement Income Solutions’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Retirement Income Solutions’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 		$216K Hold
6,837
– – 0.04% 159
2026
Q1 		$216K Hold
6,837
– – 0.04% 160
2025
Q4 		$209K Sell
6,837
-212
-3% -$6.75K 0.04% 163
2025
Q3 		$204K Buy
+7,049
New +$174K 0.03% 161
2025
Q2 		– Sell
-10,526
Closed -$166K – 163
2025
Q1 		$166K Hold
10,526
– – 0.03% 141
2024
Q4 		$211K Sell
10,526
-71
-0.7% -$1.45K 0.04% 137
2024
Q3 		$212K Hold
10,597
– – 0.05% 138
2024
Q2 		$214K Sell
10,597
-243
-2% -$5.23K 0.05% 131
2024
Q1 		$250K Sell
10,840
-39
-0.4% -$937 0.06% 123
2023
Q4 		$323K Sell
10,879
-2,524
-19% -$69.7K 0.08% 98
2023
Q3 		$421K Buy
13,403
+703
+6% +$26.6K 0.12% 80
2023
Q2 		$510K Sell
12,700
-2,279
-15% -$84.9K 0.14% 77
2023
Q1 		$605K Buy
14,979
+1,894
+14% +$79.7K 0.18% 62
2022
Q4 		$502K Sell
13,085
-1,696
-11% -$75.5K 0.16% 71
2022
Q3 		$717K Hold
14,781
– – 0.26% 47
2022
Q2 		$676K Buy
14,781
+5,010
+51% +$263K 0.24% 48
2022
Q1 		$636K Sell
9,771
-3,368
-26% -$202K 0.18% 51
2021
Q4 		$938K Sell
13,139
-1,913
-13% -$156K 0.25% 36
2021
Q3 		$1.16M Buy
15,052
+2,512
+20% +$205K 0.39% 34
2021
Q2 		$1.17M Sell
12,540
-522
-4% -$45.2K 0.4% 34
2021
Q1 		$1.28M Buy
13,062
+543
+4% +$62.1K 0.44% 30
2020
Q4 		$1.29M Buy
+12,519
New +$1.01M 0.47% 29

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

Retirement Income Solutions's PBW Position: Q2 2026 in Review

Retirement Income Solutions held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2026 at 6,837 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #159.

Retirement Income Solutions first reported a position in PBW in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.29M in Q4 2020. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Retirement Income Solutions held 6,837 shares of Invesco WilderHill Clean Energy ETF worth $216K as of Q2 2026.
  • Retirement Income Solutions left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2026.
  • Invesco WilderHill Clean Energy ETF made up 0.04% of Retirement Income Solutions's portfolio in Q2 2026, its #159 holding.
  • Retirement Income Solutions first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and has held it in 22 quarters since.
  • Retirement Income Solutions's Invesco WilderHill Clean Energy ETF position peaked at $1.29M in Q4 2020.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.