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Sound Income Strategies’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Sound Income Strategies’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
2021
Q1 		– Sell
-100
Closed -$3K – 1034
2020
Q4 		$3K Buy
+100
New +$8.1K ﹤0.01% 680

Other funds holding PBW

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sound Income Strategies's PBW Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2026, closing a stake of 33 shares — an estimated $1.04K sold.

Sound Income Strategies first reported a position in PBW in Q4 2025 and held it in 2 quarters. The position peaked at $1.17K in Q4 2025. 111 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Sound Income Strategies reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 33 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $1.04K.
  • Sound Income Strategies first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Invesco WilderHill Clean Energy ETF position peaked at $1.17K in Q4 2025.
  • 111 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.