TWM
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Tradition Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Tradition Wealth 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 		$273K Sell
7,004
-866
-11% -$33.7K 0.02% 434
2026
Q1 		$249K Sell
7,870
-918
-10% -$30.6K 0.02% 424
2025
Q4 		$268K Sell
8,788
-2,112
-19% -$67.2K 0.02% 406
2025
Q3 		$315K Sell
10,900
-1,049
-9% -$25.9K 0.02% 361
2025
Q2 		$238K Sell
11,949
-685
-5% -$11.8K 0.02% 402
2025
Q1 		$199K Buy
+12,634
New +$237K 0.02% 411
2024
Q4 		– Sell
-14,046
Closed -$281K – 436
2024
Q3 		$281K Buy
14,046
+500
+4% +$9.96K 0.03% 335
2024
Q2 		$273K Buy
13,546
+647
+5% +$13.9K 0.03% 327
2024
Q1 		$297K Buy
12,899
+1,348
+12% +$32.4K 0.03% 300
2023
Q4 		$343K Buy
11,551
+3,484
+43% +$96.2K 0.04% 253
2023
Q3 		$254K Buy
8,067
+329
+4% +$12.4K 0.03% 275
2023
Q2 		$310K Buy
7,738
+1,672
+28% +$62.3K 0.04% 248
2023
Q1 		$245K Buy
6,066
+1,629
+37% +$68.5K 0.03% 274
2022
Q4 		$170K Buy
4,437
+16
+0.4% +$712 0.02% 287
2022
Q3 		$213K Sell
4,421
-1,842
-29% -$100K 0.03% 248
2022
Q2 		$286K Sell
6,263
-14
-0.2% -$735 0.04% 225
2022
Q1 		$409K Buy
6,277
+2,191
+54% +$131K 0.05% 212
2021
Q4 		$292K Buy
4,086
+3,801
+1,334% +$311K 0.04% 248
2021
Q3 		$22K Buy
285
+75
+36% +$6.13K ﹤0.01% 704
2021
Q2 		$20K Buy
+210
New +$18.2K ﹤0.01% 756

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tradition Wealth Management's PBW Position: Q2 2026 in Review

Tradition Wealth Management reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 11% in Q2 2026, selling an estimated $33.7K and leaving 7,004 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #434.

Tradition Wealth Management first reported a position in PBW in Q2 2021 and has held it in 20 quarters since. The position peaked at $409K in Q1 2022. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Tradition Wealth Management held 7,004 shares of Invesco WilderHill Clean Energy ETF worth $273K as of Q2 2026.
  • Tradition Wealth Management sold 866 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $33.7K.
  • Invesco WilderHill Clean Energy ETF made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #434 holding.
  • Tradition Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2021 and has held it in 20 quarters since.
  • Tradition Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $409K in Q1 2022.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

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