Spire Wealth Management
PBW icon

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
Q3 		$8.72K Hold
300
– – ﹤0.01% 1643
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% -$12K ﹤0.01% 1381
2021
Q1 		$56K Buy
+565
New +$64.6K ﹤0.01% 1674

Other funds holding PBW

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
Moller Wealth Partners
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Prism Advisors
Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return
NWAM LLC
NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Spire Wealth Management's PBW Position: Q3 2026 in Review

Spire Wealth Management held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q3 2026 at 300 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Spire Wealth Management first reported a position in PBW in Q1 2021 and has held it in 14 quarters since. The position peaked at $64K in Q2 2021. 68 funds tracked by Wall St. Rank hold PBW as of Q3 2026.

  • Spire Wealth Management held 300 shares of Invesco WilderHill Clean Energy ETF worth $8.72K as of Q3 2026.
  • Spire Wealth Management left its Invesco WilderHill Clean Energy ETF share count unchanged in Q3 2026.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1643 holding.
  • Spire Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and has held it in 14 quarters since.
  • Spire Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $64K in Q2 2021.
  • 68 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.