Rossby Financial
PBW icon

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

Rossby Financial’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 		$8.95K Hold
308
– – ﹤0.01% 1551
2026
Q2 		$12K Hold
308
– – ﹤0.01% 1126
2026
Q1 		$9.7K Buy
308
+250
+431% +$8.34K ﹤0.01% 1265
2025
Q4 		$1.77K Hold
58
– – ﹤0.01% 1400
2025
Q3 		$1.77K Buy
+58
New +$1.43K ﹤0.01% 1177

Other funds holding PBW

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fortis Group Advisors
Fortis Group Advisors Westwood, New Jersey $623M AUM 25.42% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
NWAM LLC
NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

Rossby Financial's PBW Position: Q3 2026 in Review

Rossby Financial held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q3 2026 at 308 shares worth $8.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1551.

Rossby Financial first reported a position in PBW in Q3 2025 and has held it in 5 quarters since. The position peaked at $12K in Q2 2026. 75 funds tracked by Wall St. Rank hold PBW as of Q3 2026.

  • Rossby Financial held 308 shares of Invesco WilderHill Clean Energy ETF worth $8.95K as of Q3 2026.
  • Rossby Financial left its Invesco WilderHill Clean Energy ETF share count unchanged in Q3 2026.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1551 holding.
  • Rossby Financial first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2025 and has held it in 5 quarters since.
  • Rossby Financial's Invesco WilderHill Clean Energy ETF position peaked at $12K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.