Smartleaf Asset Management
PBW icon

Smartleaf Asset Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Smartleaf Asset 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
Q3 		$3.32K Buy
+113
New +$3.7K ﹤0.01% 2872
2024
Q4 		– Sell
-50
Closed -$1K – 2991
2024
Q3 		$1K Hold
50
– – ﹤0.01% 2656
2024
Q2 		$1.04K Hold
50
– – ﹤0.01% 2409
2024
Q1 		$1.14K Hold
50
– – ﹤0.01% 1587
2023
Q4 		$1.53K Buy
+50
New +$1.38K ﹤0.01% 999

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
Quadrature Capital
Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Smartleaf Asset Management's PBW Position: Q3 2026 in Review

Smartleaf Asset Management opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q3 2026: 113 shares worth $3.32K. The stake represents ﹤0.01% of the portfolio and ranks #2872 among its holdings. This is a return to the name: Smartleaf Asset Management previously reported a position in PBW as recently as Q3 2024.

Smartleaf Asset Management first reported a position in PBW in Q4 2023 and has held it in 5 quarters since. 105 funds tracked by Wall St. Rank hold PBW as of Q3 2026.

  • Smartleaf Asset Management held 113 shares of Invesco WilderHill Clean Energy ETF worth $3.32K as of Q3 2026.
  • Invesco WilderHill Clean Energy ETF was a new Smartleaf Asset Management position in Q3 2026.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q3 2026, its #2872 holding.
  • Smartleaf Asset Management first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2023 and has held it in 5 quarters since.
  • 105 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2026.

Based on Smartleaf Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.