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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rothschild Investment LLC's PBW Position: Q1 2026 in Review

Rothschild Investment LLC held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q1 2026 at 15 shares worth $474. The position accounts for ﹤0.01% of the portfolio, ranked #3145.

Rothschild Investment LLC first reported a position in PBW in Q4 2023 and has held it in 10 quarters since. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

  • Rothschild Investment LLC held 15 shares of Invesco WilderHill Clean Energy ETF worth $474 as of Q1 2026.
  • Rothschild Investment LLC left its Invesco WilderHill Clean Energy ETF share count unchanged in Q1 2026.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3145 holding.
  • Rothschild Investment LLC first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2023 and has held it in 10 quarters since.
  • 144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.