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Steward Partners Investment Advisory’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Steward Partners Investment Advisory’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
Q1 		$109K Sell
3,456
-15
-0.4% -$500 ﹤0.01% 2326
2025
Q4 		$106K Hold
3,471
– – ﹤0.01% 2258
2025
Q3 		$100K Sell
3,471
-34
-1% -$839 ﹤0.01% 2233
2025
Q2 		$69.8K Hold
3,505
– – ﹤0.01% 2298
2025
Q1 		$55.2K Buy
3,505
+14
+0.4% +$262 ﹤0.01% 2335
2024
Q4 		$69.9K Buy
3,491
+43
+1% +$877 ﹤0.01% 2165
2024
Q3 		$69.1K Sell
3,448
-22
-0.6% -$438 ﹤0.01% 2066
2024
Q2 		$69.9K Sell
3,470
-116
-3% -$2.5K ﹤0.01% 1937
2024
Q1 		$82.6K Sell
3,586
-31,790
-90% -$764K ﹤0.01% 1858
2023
Q4 		$1.05M Buy
35,376
+1,373
+4% +$37.9K 0.01% 705
2023
Q3 		$1.07M Buy
34,003
+3,336
+11% +$126K 0.02% 654
2023
Q2 		$1.23M Sell
30,667
-3,650
-11% -$136K 0.02% 628
2023
Q1 		$1.39M Sell
34,317
-1,969
-5% -$82.9K 0.02% 576
2022
Q4 		$1.39M Sell
36,286
-568
-2% -$25.3K 0.02% 555
2022
Q3 		$1.78M Buy
36,854
+20,508
+125% +$1.12M 0.03% 469
2022
Q2 		$747K Sell
16,346
-211
-1% -$11.1K 0.01% 734
2022
Q1 		$1.08M Buy
16,557
+11,485
+226% +$688K 0.02% 661
2021
Q4 		$362K Sell
5,072
-583
-10% -$47.7K 0.01% 1072
2021
Q3 		$437K Buy
5,655
+357
+7% +$29.2K 0.01% 953
2021
Q2 		$494K Sell
5,298
-4,995
-49% -$433K 0.01% 939
2021
Q1 		$1.01M Buy
10,293
+6,038
+142% +$690K 0.02% 641
2020
Q4 		$440K Buy
4,255
+1,155
+37% +$93.6K 0.01% 792
2020
Q3 		$188K Hold
3,100
– – ﹤0.01% 967
2020
Q2 		$126K Buy
3,100
+200
+7% +$6.66K ﹤0.01% 1054
2020
Q1 		$77K Hold
2,900
– – ﹤0.01% 1095
2019
Q4 		$99K Hold
2,900
– – ﹤0.01% 1141
2019
Q3 		$84K Hold
2,900
– – ﹤0.01% 1157
2019
Q2 		$86K Buy
+2,900
New +$81.9K ﹤0.01% 1113
2018
Q4 		– Sell
-2,900
Closed -$72K – 1731
2018
Q3 		$72K Buy
+2,900
New +$73.6K ﹤0.01% 1045
2017
Q3 		– Sell
-68
Closed -$1K – 1735
2017
Q2 		$1K Hold
68
– – ﹤0.01% 1536
2017
Q1 		$1K Hold
68
– – ﹤0.01% 1426
2016
Q4 		$1K Buy
+68
New +$1.27K ﹤0.01% 819

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steward Partners Investment Advisory's PBW Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 0.43% in Q1 2026, selling an estimated $500 and leaving 3,456 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Steward Partners Investment Advisory first reported a position in PBW in Q4 2016 and has held it in 32 quarters since. The position peaked at $1.78M in Q3 2022. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

  • Steward Partners Investment Advisory held 3,456 shares of Invesco WilderHill Clean Energy ETF worth $109K as of Q1 2026.
  • Steward Partners Investment Advisory sold 15 Invesco WilderHill Clean Energy ETF shares in Q1 2026, an estimated $500.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2326 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2016 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's Invesco WilderHill Clean Energy ETF position peaked at $1.78M in Q3 2022.
  • 144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.