UMB Bank’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

UMB Bank’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	$1.36K	Hold	35	–	–	﹤0.01%	2234
2026 Q1	$1.1K	Hold	35	–	–	﹤0.01%	2211
2025 Q4	$1.07K	Buy	+35	New	+$1.11K	﹤0.01%	2207
2024 Q1	–	Sell	-532	Closed	-$15.8K	–	2172
2023 Q4	$15.8K	Buy	532 +347	+188%	+$9.58K	﹤0.01%	1146
2023 Q3	$5.82K	Hold	185	–	–	﹤0.01%	1392
2023 Q2	$7.42K	Hold	185	–	–	﹤0.01%	1357
2023 Q1	$7.48K	Hold	185	–	–	﹤0.01%	1346
2022 Q4	$7K	Hold	185	–	–	﹤0.01%	1388
2022 Q3	$9K	Hold	185	–	–	﹤0.01%	1348
2022 Q2	$8K	Hold	185	–	–	﹤0.01%	1461
2022 Q1	$12K	Hold	185	–	–	﹤0.01%	1438
2021 Q4	$13K	Buy	+185	New	+$15.1K	﹤0.01%	1384

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

UMB Bank's PBW Position: Q2 2026 in Review

UMB Bank held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2026 at 35 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #2234.

UMB Bank first reported a position in PBW in Q4 2021 and has held it in 12 quarters since. The position peaked at $15.8K in Q4 2023. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

UMB Bank held 35 shares of Invesco WilderHill Clean Energy ETF worth $1.36K as of Q2 2026.
UMB Bank left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2026.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #2234 holding.
UMB Bank first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2021 and has held it in 12 quarters since.
UMB Bank's Invesco WilderHill Clean Energy ETF position peaked at $15.8K in Q4 2023.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.