Truist Financial
PBW icon

Truist Financial’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Truist Financial’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 		$4.91M Sell
125,920
-1,752
-1% -$68.2K 0.01% 928
2026
Q1 		$4.03M Buy
127,672
+110,705
+652% +$3.69M 0.01% 949
2025
Q4 		$518K Sell
16,967
-937
-5% -$29.8K ﹤0.01% 2031
2025
Q3 		$517K Sell
17,904
-9,920
-36% -$245K ﹤0.01% 2016
2025
Q2 		$554K Buy
27,824
+2,020
+8% +$34.8K ﹤0.01% 1914
2025
Q1 		$406K Sell
25,804
-18,542
-42% -$347K ﹤0.01% 1979
2024
Q4 		$887K Sell
44,346
-1,534
-3% -$31.3K ﹤0.01% 1607
2024
Q3 		$919K Sell
45,880
-592
-1% -$11.8K ﹤0.01% 1569
2024
Q2 		$936K Sell
46,472
-2,567
-5% -$55.2K ﹤0.01% 1640
2024
Q1 		$1.13M Sell
49,039
-16,939
-26% -$407K ﹤0.01% 1549
2023
Q4 		$1.96M Sell
65,978
-43
-0.1% -$1.19K ﹤0.01% 1267
2023
Q3 		$2.08M Sell
66,021
-18,243
-22% -$690K ﹤0.01% 1212
2023
Q2 		$3.38M Sell
84,264
-8,306
-9% -$309K 0.01% 1005
2023
Q1 		$3.74M Buy
92,570
+13,424
+17% +$565K 0.01% 949
2022
Q4 		$3.03M Sell
79,146
-21,549
-21% -$959K 0.01% 1022
2022
Q3 		$4.85M Buy
100,695
+11,946
+13% +$651K 0.01% 802
2022
Q2 		$4.06M Sell
88,749
-2,160
-2% -$113K 0.01% 883
2022
Q1 		$5.92M Buy
90,909
+1,050
+1% +$62.9K 0.01% 826
2021
Q4 		$6.42M Buy
89,859
+667
+0.7% +$54.5K 0.01% 799
2021
Q3 		$6.89M Buy
89,192
+7,718
+9% +$631K 0.01% 764
2021
Q2 		$7.59M Sell
81,474
-51,670
-39% -$4.47M 0.01% 733
2021
Q1 		$13.1M Buy
133,144
+37,763
+40% +$4.32M 0.02% 534
2020
Q4 		$9.86M Buy
95,381
+24,983
+35% +$2.02M 0.02% 603
2020
Q3 		$4.28M Buy
70,398
+13,561
+24% +$706K 0.01% 785
2020
Q2 		$2.31M Buy
56,837
+15,808
+39% +$526K 0.01% 966
2020
Q1 		$1.1M Buy
41,029
+8,809
+27% +$311K ﹤0.01% 1226
2019
Q4 		$1.1M Buy
+32,220
New +$985K ﹤0.01% 1391
2017
Q4 		– Sell
-2,008
Closed -$47K – 810
2017
Q3 		$47K Buy
+2,008
New +$44.7K ﹤0.01% 795

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Truist Financial's PBW Position: Q2 2026 in Review

Truist Financial reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 1.4% in Q2 2026, selling an estimated $68.2K and leaving 125,920 shares worth $4.91M. The position accounts for 0.01% of the portfolio, ranked #928.

Truist Financial first reported a position in PBW in Q3 2017 and has held it in 28 quarters since. The position peaked at $13.1M in Q1 2021. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Truist Financial held 125,920 shares of Invesco WilderHill Clean Energy ETF worth $4.91M as of Q2 2026.
  • Truist Financial sold 1,752 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $68.2K.
  • Invesco WilderHill Clean Energy ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #928 holding.
  • Truist Financial first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2017 and has held it in 28 quarters since.
  • Truist Financial's Invesco WilderHill Clean Energy ETF position peaked at $13.1M in Q1 2021.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.