Trust Company of Toledo’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Trust Company of Toledo’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	$936	Hold	24	–	–	﹤0.01%	830
2026 Q1	$758	Hold	24	–	–	﹤0.01%	783
2025 Q4	$733	Hold	24	–	–	﹤0.01%	747
2025 Q3	$693	Hold	24	–	–	﹤0.01%	759
2025 Q2	$478	Buy	+24	New	+$413	﹤0.01%	762

Other funds holding PBW

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

BCM

Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company of Toledo's PBW Position: Q2 2026 in Review

Trust Company of Toledo held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2026 at 24 shares worth $936. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Trust Company of Toledo first reported a position in PBW in Q2 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Trust Company of Toledo held 24 shares of Invesco WilderHill Clean Energy ETF worth $936 as of Q2 2026.
Trust Company of Toledo left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2026.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #830 holding.
Trust Company of Toledo first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2025 and has held it in 5 quarters since.
64 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.