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

WealthShield 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	$2.89K	Sell	74 -50	-40%	-$1.95K	﹤0.01%	360
2026 Q1	$3.92K	Hold	124	–	–	﹤0.01%	561
2025 Q4	$3.79K	Hold	124	–	–	﹤0.01%	533
2025 Q3	$3.58K	Hold	124	–	–	﹤0.01%	533
2025 Q2	$2.47K	Hold	124	–	–	﹤0.01%	537
2025 Q1	$1.95K	Hold	124	–	–	﹤0.01%	525
2024 Q4	$2.48K	Hold	124	–	–	﹤0.01%	477
2024 Q3	$2.48K	Hold	124	–	–	﹤0.01%	475
2024 Q2	$2.5K	Hold	124	–	–	﹤0.01%	452
2024 Q1	$2.86K	Hold	124	–	–	﹤0.01%	454
2023 Q4	$3.69K	Hold	124	–	–	﹤0.01%	453
2023 Q3	$3.9K	Hold	124	–	–	﹤0.01%	462
2023 Q2	$4.97K	Hold	124	–	–	﹤0.01%	464
2023 Q1	$5.01K	Buy	+124	New	+$5.22K	﹤0.01%	460
2021 Q2	–	Sell	-225	Closed	-$22K	–	1039
2021 Q1	$22K	Buy	+225	New	+$25.7K	﹤0.01%	645

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

WealthShield Partners's PBW Position: Q2 2026 in Review

WealthShield Partners reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 40% in Q2 2026, selling an estimated $1.95K and leaving 74 shares worth $2.89K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

WealthShield Partners first reported a position in PBW in Q1 2021 and has held it in 15 quarters since. The position peaked at $22K in Q1 2021. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

WealthShield Partners held 74 shares of Invesco WilderHill Clean Energy ETF worth $2.89K as of Q2 2026.
WealthShield Partners sold 50 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $1.95K.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of WealthShield Partners's portfolio in Q2 2026, its #360 holding.
WealthShield Partners first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and has held it in 15 quarters since.
WealthShield Partners's Invesco WilderHill Clean Energy ETF position peaked at $22K in Q1 2021.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.