Wealthcare Advisory Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Wealthcare Advisory Partners’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	$331K	Buy	+8,497	New	+$331K	0.01%	840
2025 Q4	–	Sell	-21,378	Closed	-$617K	–	1100
2025 Q3	$617K	Buy	+21,378	New	+$528K	0.01%	623
2024 Q2	–	Sell	-16,758	Closed	-$386K	–	858
2024 Q1	$386K	Buy	16,758 +1,168	+7%	+$28.1K	0.01%	602
2023 Q4	$463K	Buy	15,590 +2,879	+23%	+$79.5K	0.02%	498
2023 Q3	$399K	Sell	12,711 -1,477	-10%	-$55.8K	0.02%	482
2023 Q2	$569K	Buy	14,188 +268	+2%	+$9.98K	0.03%	414
2023 Q1	$562K	Buy	13,920 +3,206	+30%	+$135K	0.02%	425
2022 Q4	$411K	Buy	10,714 +2,645	+33%	+$118K	0.02%	463
2022 Q3	$389K	Buy	+8,069	New	+$440K	0.02%	423
2022 Q2	–	Sell	-3,773	Closed	-$246K	–	604
2022 Q1	$246K	Buy	+3,773	New	+$226K	0.01%	470
2021 Q2	–	Sell	-985	Closed	-$97K	–	1458
2021 Q1	$97K	Buy	+985	New	+$113K	0.01%	677
2020 Q2	–	Sell	-458	Closed	-$12K	–	1054
2020 Q1	$12K	Hold	458	–	–	﹤0.01%	876
2019 Q4	$16K	Hold	458	–	–	﹤0.01%	826
2019 Q3	$13K	Hold	458	–	–	﹤0.01%	870
2019 Q2	$14K	Buy	458 +204	+80%	+$5.76K	﹤0.01%	822
2019 Q1	$7K	Sell	254 -201	-44%	-$5.18K	﹤0.01%	897
2018 Q4	$10K	Hold	455	–	–	﹤0.01%	789
2018 Q3	$11K	Buy	455 +254	+126%	+$6.45K	﹤0.01%	823
2018 Q2	$5K	Hold	201	–	–	﹤0.01%	987
2018 Q1	$5K	Hold	201	–	–	﹤0.01%	834
2017 Q4	$5K	Buy	+201	New	+$4.95K	﹤0.01%	787

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

Wealthcare Advisory Partners's PBW Position: Q2 2026 in Review

Wealthcare Advisory Partners opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q2 2026: 8,497 shares worth $331K. The stake represents 0.01% of the portfolio and ranks #840 among its holdings. This is a return to the name: Wealthcare Advisory Partners previously reported a position in PBW as recently as Q3 2025.

Wealthcare Advisory Partners first reported a position in PBW in Q4 2017 and has held it in 21 quarters since. The position peaked at $617K in Q3 2025. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Wealthcare Advisory Partners held 8,497 shares of Invesco WilderHill Clean Energy ETF worth $331K as of Q2 2026.
Invesco WilderHill Clean Energy ETF was a new Wealthcare Advisory Partners position in Q2 2026.
Invesco WilderHill Clean Energy ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #840 holding.
Wealthcare Advisory Partners first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2017 and has held it in 21 quarters since.
Wealthcare Advisory Partners's Invesco WilderHill Clean Energy ETF position peaked at $617K in Q3 2025.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.