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Wealthfront Advisers’s
Invesco WilderHill Clean Energy ETF
PBW
Stock Holding History
Wealthfront Advisers’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
$678K
Buy
21,460
+256
+1%
+$8.54K
﹤0.01%
778
2025
Q4
$648K
Buy
21,204
+285
+1%
+$9.07K
﹤0.01%
778
2025
Q3
$604K
Sell
20,919
-3,725
-15%
-$91.9K
﹤0.01%
786
2025
Q2
$491K
Sell
24,644
-3,794
-13%
-$65.3K
﹤0.01%
798
2025
Q1
$448K
Buy
28,438
+5,206
+22%
+$97.5K
﹤0.01%
791
2024
Q4
$465K
Sell
23,232
-2,088
-8%
-$42.6K
﹤0.01%
788
2024
Q3
$507K
Buy
25,320
+2,722
+12%
+$54.2K
﹤0.01%
764
2024
Q2
$455K
Buy
22,598
+486
+2%
+$10.5K
﹤0.01%
755
2024
Q1
$510K
Sell
22,112
-2,345
-10%
-$56.3K
﹤0.01%
730
2023
Q4
$727K
Buy
24,457
+4,588
+23%
+$127K
﹤0.01%
646
2023
Q3
$624K
Buy
19,869
+1,854
+10%
+$70.1K
﹤0.01%
654
2023
Q2
$723K
Buy
18,015
+1,286
+8%
+$47.9K
﹤0.01%
615
2023
Q1
$676K
Buy
16,729
+1,477
+10%
+$62.2K
﹤0.01%
597
2022
Q4
$585K
Buy
15,252
+4,697
+45%
+$209K
﹤0.01%
608
2022
Q3
$509K
Buy
10,555
+3,394
+47%
+$185K
﹤0.01%
591
2022
Q2
$327K
Buy
7,161
+1,259
+21%
+$66.1K
﹤0.01%
667
2022
Q1
$384K
Buy
5,902
+1,197
+25%
+$71.7K
﹤0.01%
677
2021
Q4
$336K
Buy
4,705
+1,297
+38%
+$106K
﹤0.01%
656
2021
Q3
$263K
Buy
+3,408
New
+$279K
﹤0.01%
639
Other funds holding PBW
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
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
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
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
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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