Wealth Enhancement Advisory Services
PBW icon

Wealth Enhancement Advisory Services’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Wealth Enhancement Advisory Services’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 		$526K Sell
14,924
-862
-5% -$33.5K ﹤0.01% 2638
2026
Q1 		$501K Sell
15,786
-15,466
-49% -$516K ﹤0.01% 2317
2025
Q4 		$1.05M Sell
31,252
-299
-0.9% -$9.52K ﹤0.01% 1930
2025
Q3 		$1.02M Sell
31,551
-3,072
-9% -$75.8K ﹤0.01% 1853
2025
Q2 		$749K Buy
34,623
+9,375
+37% +$161K ﹤0.01% 1923
2025
Q1 		$397K Buy
25,248
+11,271
+81% +$211K ﹤0.01% 2211
2024
Q4 		$280K Buy
13,977
+319
+2% +$6.5K ﹤0.01% 2432
2024
Q3 		$274K Buy
13,658
+887
+7% +$17.7K ﹤0.01% 2240
2024
Q2 		$257K Sell
12,771
-1,520
-11% -$32.7K ﹤0.01% 2092
2024
Q1 		$329K Sell
14,291
-1,751
-11% -$42.1K ﹤0.01% 1856
2023
Q4 		$477K Sell
16,042
-1,106
-6% -$30.5K ﹤0.01% 1535
2023
Q3 		$539K Buy
+17,148
New +$648K ﹤0.01% 1385

Other funds holding PBW

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
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $165M AUM 27.01% 1-Year Est. Return

Wealth Enhancement Advisory Services's PBW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 5.5% in Q2 2026, selling an estimated $33.5K and leaving 14,924 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #2638.

Wealth Enhancement Advisory Services first reported a position in PBW in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.05M in Q4 2025. 21 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 14,924 shares of Invesco WilderHill Clean Energy ETF worth $526K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 862 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $33.5K.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2638 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Invesco WilderHill Clean Energy ETF position peaked at $1.05M in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.