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 Q1	$4.51K	Buy	+143	New	+$4.77K	﹤0.01%	1096

Other funds holding PBW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SHP Wealth Management's PBW Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q1 2026: 143 shares worth $4.51K. The stake represents ﹤0.01% of the portfolio and ranks #1096 among its holdings.

144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

SHP Wealth Management held 143 shares of Invesco WilderHill Clean Energy ETF worth $4.51K as of Q1 2026.
Invesco WilderHill Clean Energy ETF was a new SHP Wealth Management position in Q1 2026.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1096 holding.
144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.