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SOA Wealth Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

SOA Wealth Advisors’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 		$8.86K Buy
227
+1
+0.4% +$39 ﹤0.01% 627
2026
Q1 		$7.13K Buy
226
+1
+0.4% +$33 ﹤0.01% 629
2025
Q4 		$6.89K Hold
225
– – ﹤0.01% 640
2025
Q3 		$6.49K Sell
225
-143
-39% -$3.53K ﹤0.01% 649
2025
Q2 		$7.33K Buy
368
+1
+0.3% +$17 ﹤0.01% 628
2025
Q1 		$5.78K Hold
367
– – ﹤0.01% 619
2024
Q4 		$7.35K Sell
367
-139
-27% -$2.83K ﹤0.01% 583
2024
Q3 		$10.1K Buy
506
+2
+0.4% +$40 ﹤0.01% 540
2024
Q2 		$10.2K Sell
504
-72
-13% -$1.55K ﹤0.01% 535
2024
Q1 		$13.3K Buy
576
+4
+0.7% +$96 ﹤0.01% 502
2023
Q4 		$17K Buy
572
+4
+0.7% +$110 ﹤0.01% 451
2023
Q3 		$17.9K Buy
568
+3
+0.5% +$113 ﹤0.01% 441
2023
Q2 		$22.7K Buy
565
+4
+0.7% +$149 0.01% 413
2023
Q1 		$22.7K Buy
561
+7
+1% +$295 0.01% 407
2022
Q4 		$21.2K Buy
554
+9
+2% +$400 0.01% 395
2022
Q3 		$26K Buy
545
+8
+1% +$436 0.01% 346
2022
Q2 		$24K Buy
537
+3
+0.6% +$157 0.01% 352
2022
Q1 		$34K Buy
534
+4
+0.8% +$240 0.01% 366
2021
Q4 		$38K Sell
530
-102
-16% -$8.34K 0.01% 335
2021
Q3 		$48K Sell
632
-324
-34% -$26.5K 0.01% 312
2021
Q2 		$89K Buy
956
+76
+9% +$6.58K 0.02% 232
2021
Q1 		$86K Buy
880
+9
+1% +$1.03K 0.02% 211
2020
Q4 		$116K Buy
+871
New +$70.6K 0.03% 181

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

SOA Wealth Advisors's PBW Position: Q2 2026 in Review

SOA Wealth Advisors increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 0.44% in Q2 2026, buying an estimated $39 and bringing the position to 227 shares worth $8.86K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

SOA Wealth Advisors first reported a position in PBW in Q4 2020 and has held it in 23 quarters since. The position peaked at $116K in Q4 2020. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • SOA Wealth Advisors held 227 shares of Invesco WilderHill Clean Energy ETF worth $8.86K as of Q2 2026.
  • SOA Wealth Advisors bought 1 Invesco WilderHill Clean Energy ETF share in Q2 2026, an estimated $39.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #627 holding.
  • SOA Wealth Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Invesco WilderHill Clean Energy ETF position peaked at $116K in Q4 2020.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.