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 Q2	$165K	Buy	4,228 +772	+22%	+$30K	﹤0.01%	2330
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 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

Steward Partners Investment Advisory's PBW Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 22% in Q2 2026, buying an estimated $30K and bringing the position to 4,228 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Steward Partners Investment Advisory first reported a position in PBW in Q4 2016 and has held it in 33 quarters since. The position peaked at $1.78M in Q3 2022. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Steward Partners Investment Advisory held 4,228 shares of Invesco WilderHill Clean Energy ETF worth $165K as of Q2 2026.
Steward Partners Investment Advisory bought 772 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $30K.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2330 holding.
Steward Partners Investment Advisory first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2016 and has held it in 33 quarters since.
Steward Partners Investment Advisory's Invesco WilderHill Clean Energy ETF position peaked at $1.78M in Q3 2022.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.