Tanglewood Legacy Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Tanglewood Legacy Advisors’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	$48.4K	Buy	1,241 +8	+0.6%	+$311	0.02%	168
2026 Q1	$38.9K	Buy	1,233 +2	+0.2%	+$67	0.01%	173
2025 Q4	$37.6K	Buy	1,231 +4	+0.3%	+$127	0.01%	177
2025 Q3	$35.4K	Buy	1,227 +4	+0.3%	+$99	0.01%	188
2025 Q2	$24.4K	Buy	1,223 +2	+0.2%	+$34	0.01%	212
2025 Q1	$19.2K	Hold	1,221	–	–	0.01%	226
2024 Q4	$24.4K	Buy	1,221 +12	+1%	+$245	0.01%	213
2024 Q3	$24.2K	Buy	1,209 +4	+0.3%	+$80	0.01%	200
2024 Q2	$24.3K	Buy	1,205 +8	+0.7%	+$172	0.01%	202
2024 Q1	$27.6K	Sell	1,197 -145	-11%	-$3.48K	0.01%	196
2023 Q4	$39.9K	Buy	1,342 +8	+0.6%	+$221	0.02%	170
2023 Q3	$41.9K	Buy	1,334 +7	+0.5%	+$265	0.03%	170
2023 Q2	$53.2K	Buy	1,327 +8	+0.6%	+$298	0.03%	154
2023 Q1	$53.3K	Buy	1,319 +14	+1%	+$589	0.03%	147
2022 Q4	$50K	Buy	+1,305	New	+$58.1K	0.04%	130

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

Tanglewood Legacy Advisors's PBW Position: Q2 2026 in Review

Tanglewood Legacy Advisors increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 0.65% in Q2 2026, buying an estimated $311 and bringing the position to 1,241 shares worth $48.4K. The position accounts for 0.02% of the portfolio, ranked #168.

Tanglewood Legacy Advisors first reported a position in PBW in Q4 2022 and has held it in 15 quarters since. The position peaked at $53.3K in Q1 2023. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Tanglewood Legacy Advisors held 1,241 shares of Invesco WilderHill Clean Energy ETF worth $48.4K as of Q2 2026.
Tanglewood Legacy Advisors bought 8 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $311.
Invesco WilderHill Clean Energy ETF made up 0.02% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #168 holding.
Tanglewood Legacy Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's Invesco WilderHill Clean Energy ETF position peaked at $53.3K in Q1 2023.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.