UB
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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return