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SHP Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

SHP Wealth Management’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
-143
Closed -$4.51K – 2054
2026
Q1 		$4.51K Buy
+143
New +$4.77K ﹤0.01% 1096

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

SHP Wealth Management's PBW Position: Q2 2026 in Review

SHP Wealth Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2026, closing a stake of 143 shares — an estimated $4.51K sold.

SHP Wealth Management first reported a position in PBW in Q1 2026 and held it in 1 quarter. The position peaked at $4.51K in Q1 2026. 151 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • SHP Wealth Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 143 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $4.51K.
  • SHP Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2026 and held it in 1 quarter.
  • SHP Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $4.51K in Q1 2026.
  • 151 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.