TigerOak Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

TigerOak 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 Q2	$348K	Sell	8,924 -3,385	-28%	-$132K	0.1%	102
2026 Q1	$389K	Sell	12,309 -1,771	-13%	-$59.1K	0.12%	87
2025 Q4	$430K	Sell	14,080 -1,018	-7%	-$32.4K	0.13%	77
2025 Q3	$436K	Sell	15,098 -2,981	-16%	-$73.6K	0.14%	75
2025 Q2	$360K	Sell	18,079 -696	-4%	-$12K	0.12%	83
2025 Q1	$296K	Hold	18,775	–	–	0.11%	83
2024 Q4	$376K	Buy	+18,775	New	+$383K	0.14%	78

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

TigerOak Management's PBW Position: Q2 2026 in Review

TigerOak Management reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 28% in Q2 2026, selling an estimated $132K and leaving 8,924 shares worth $348K. The position accounts for 0.1% of the portfolio, ranked #102.

TigerOak Management first reported a position in PBW in Q4 2024 and has held it in 7 quarters since. The position peaked at $436K in Q3 2025. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

TigerOak Management held 8,924 shares of Invesco WilderHill Clean Energy ETF worth $348K as of Q2 2026.
TigerOak Management sold 3,385 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $132K.
Invesco WilderHill Clean Energy ETF made up 0.1% of TigerOak Management's portfolio in Q2 2026, its #102 holding.
TigerOak Management first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2024 and has held it in 7 quarters since.
TigerOak Management's Invesco WilderHill Clean Energy ETF position peaked at $436K in Q3 2025.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on TigerOak Management's 13F filing for Q2 2026, filed 11 Aug 2026.