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

Spire 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	$11.7K	Buy	+300	New	+$11.7K	﹤0.01%	1599
2025 Q1	–	Sell	-125	Closed	-$2.5K	–	2554
2024 Q4	$2.5K	Buy	+125	New	+$2.55K	﹤0.01%	2208
2023 Q4	–	Sell	-48	Closed	-$1.51K	–	2440
2023 Q3	$1.51K	Sell	48 -48	-50%	-$1.81K	﹤0.01%	2184
2023 Q2	$3.86K	Hold	96	–	–	﹤0.01%	2069
2023 Q1	$3.87K	Sell	96 -177	-65%	-$7.45K	﹤0.01%	2095
2022 Q4	$10K	Sell	273 -52	-16%	-$2.31K	﹤0.01%	1617
2022 Q3	$16K	Sell	325 -288	-47%	-$15.7K	﹤0.01%	1417
2022 Q2	$28K	Buy	613 +3	+0.5%	+$157	﹤0.01%	1532
2022 Q1	$40K	Buy	610 +101	+20%	+$6.05K	﹤0.01%	1534
2021 Q4	$36K	Sell	509 -254	-33%	-$20.8K	﹤0.01%	1878
2021 Q3	$59K	Buy	763 +336	+79%	+$27.5K	﹤0.01%	1405
2021 Q2	$64K	Sell	427 -138	-24%	-$11.9K	﹤0.01%	1381
2021 Q1	$56K	Buy	+565	New	+$64.6K	﹤0.01%	1674

Other funds holding PBW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Spire Wealth Management opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q2 2026: 300 shares worth $11.7K. The stake represents ﹤0.01% of the portfolio and ranks #1599 among its holdings. This is a return to the name: Spire Wealth Management previously reported a position in PBW as recently as Q4 2024.

Spire Wealth Management first reported a position in PBW in Q1 2021 and has held it in 13 quarters since. The position peaked at $64K in Q2 2021. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Spire Wealth Management held 300 shares of Invesco WilderHill Clean Energy ETF worth $11.7K as of Q2 2026.
Invesco WilderHill Clean Energy ETF was a new Spire Wealth Management position in Q2 2026.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1599 holding.
Spire Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and has held it in 13 quarters since.
Spire Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $64K in Q2 2021.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.