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Rothschild Investment LLC’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Rothschild Investment LLC’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 		– Sell
-15
Closed -$474 – 3700
2026
Q1 		$474 Hold
15
– – ﹤0.01% 3145
2025
Q4 		$458 Hold
15
– – ﹤0.01% 2947
2025
Q3 		$433 Hold
15
– – ﹤0.01% 2862
2025
Q2 		$299 Hold
15
– – ﹤0.01% 2863
2025
Q1 		$236 Hold
15
– – ﹤0.01% 2815
2024
Q4 		$300 Hold
15
– – ﹤0.01% 2694
2024
Q3 		$300 Hold
15
– – ﹤0.01% 2611
2024
Q2 		$302 Hold
15
– – ﹤0.01% 2297
2024
Q1 		$346 Hold
15
– – ﹤0.01% 1496
2023
Q4 		$446 Buy
+15
New +$414 ﹤0.01% 1239

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

Rothschild Investment LLC's PBW Position: Q2 2026 in Review

Rothschild Investment LLC sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2026, closing a stake of 15 shares — an estimated $474 sold.

Rothschild Investment LLC first reported a position in PBW in Q4 2023 and held it in 10 quarters. The position peaked at $474 in Q1 2026. 151 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Rothschild Investment LLC reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 15 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $474.
  • Rothschild Investment LLC first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2023 and held it in 10 quarters.
  • Rothschild Investment LLC's Invesco WilderHill Clean Energy ETF position peaked at $474 in Q1 2026.
  • 151 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.