Wealthfront Advisers
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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
Q2 		$1.36M Buy
34,862
+13,402
+62% +$521K ﹤0.01% 682
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers's PBW Position: Q2 2026 in Review

Wealthfront Advisers increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 62% in Q2 2026, buying an estimated $521K and bringing the position to 34,862 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Wealthfront Advisers first reported a position in PBW in Q3 2021 and has held it in 20 quarters since. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

  • Wealthfront Advisers held 34,862 shares of Invesco WilderHill Clean Energy ETF worth $1.36M as of Q2 2026.
  • Wealthfront Advisers bought 13,402 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $521K.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #682 holding.
  • Wealthfront Advisers first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2021 and has held it in 20 quarters since.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.