StoneX Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

StoneX Group’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	$239K	Buy	+7,945	New	+$260K	0.01%	1216

Other funds holding PBW

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TigerOak Management Albuquerque, New Mexico $382M AUM 25.14% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

StoneX Group's PBW Position: Q3 2026 in Review

StoneX Group opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q3 2026: 7,945 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #1216 among its holdings.

48 funds tracked by Wall St. Rank hold PBW as of Q3 2026.

StoneX Group held 7,945 shares of Invesco WilderHill Clean Energy ETF worth $239K as of Q3 2026.
Invesco WilderHill Clean Energy ETF was a new StoneX Group position in Q3 2026.
Invesco WilderHill Clean Energy ETF made up 0.01% of StoneX Group's portfolio in Q3 2026, its #1216 holding.
48 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2026.

Based on StoneX Group's 13F filing for Q3 2026, filed 3 Nov 2026.