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

Vermillion 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	$9.18K	Sell	235 -233	-50%	-$9.06K	﹤0.01%	1246
2026 Q1	$14.8K	Buy	468 +1	+0.2%	+$33	0.01%	338
2025 Q4	$14.3K	Buy	467 +2	+0.4%	+$64	0.01%	324
2025 Q3	$13.4K	Buy	465 +1	+0.2%	+$25	﹤0.01%	985
2025 Q2	$9.25K	Buy	464 +1	+0.2%	+$17	﹤0.01%	345
2025 Q1	$7.29K	Hold	463	–	–	﹤0.01%	1057
2024 Q4	$9.27K	Buy	+463	New	+$9.44K	﹤0.01%	344

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

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

Vermillion Wealth Management reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 50% in Q2 2026, selling an estimated $9.06K and leaving 235 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Vermillion Wealth Management first reported a position in PBW in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.8K in Q1 2026. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Vermillion Wealth Management held 235 shares of Invesco WilderHill Clean Energy ETF worth $9.18K as of Q2 2026.
Vermillion Wealth Management sold 233 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $9.06K.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1246 holding.
Vermillion Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2024 and has held it in 7 quarters since.
Vermillion Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $14.8K in Q1 2026.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.