Wealthspire Advisors (New York)’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Wealthspire Advisors (New York)’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	$398K	Buy	10,213 +14	+0.1%	+$545	﹤0.01%	883
2026 Q1	$322K	Buy	10,199 +2	+0%	+$67	﹤0.01%	701
2025 Q4	$311K	Buy	10,197 +9	+0.1%	+$287	﹤0.01%	785
2025 Q3	$294K	Sell	10,188 -107	-1%	-$2.64K	﹤0.01%	675
2025 Q2	$205K	Sell	10,295 -3,142	-23%	-$54.1K	﹤0.01%	789
2025 Q1	$212K	Sell	13,437 -7,808	-37%	-$146K	﹤0.01%	730
2024 Q4	$425K	Sell	21,245 -348	-2%	-$7.09K	﹤0.01%	557
2024 Q3	$433K	Sell	21,593 -8,940	-29%	-$178K	﹤0.01%	527
2024 Q2	$615K	Buy	30,533 +6,538	+27%	+$141K	0.01%	390
2024 Q1	$553K	Sell	23,995 -35,346	-60%	-$849K	0.01%	409
2023 Q4	$1.76M	Buy	59,341 +36,215	+157%	+$1,000K	0.03%	214
2023 Q3	$727K	Sell	23,126 -300	-1%	-$11.3K	0.01%	331
2023 Q2	$940K	Sell	23,426 -449	-2%	-$16.7K	0.02%	255
2023 Q1	$965K	Buy	23,875 +2,904	+14%	+$122K	0.02%	246
2022 Q4	$804K	Sell	20,971 -25,238	-55%	-$1.12M	0.01%	299
2022 Q3	$2.23M	Buy	46,209 +5,670	+14%	+$309K	0.05%	135
2022 Q2	$1.85M	Buy	40,539 +9,673	+31%	+$508K	0.04%	153
2022 Q1	$2.01M	Buy	30,866 +169	+0.6%	+$10.1K	0.05%	126
2021 Q4	$2.19M	Sell	30,697 -25,976	-46%	-$2.12M	0.05%	140
2021 Q3	$4.38M	Sell	56,673 -6,155	-10%	-$503K	0.09%	100
2021 Q2	$5.86M	Buy	62,828 +30,272	+93%	+$2.62M	0.15%	64
2021 Q1	$3.2M	Buy	32,556 +22,249	+216%	+$2.54M	0.08%	120
2020 Q4	$1.07M	Buy	+10,307	New	+$835K	0.03%	199

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

Wealthspire Advisors (New York)'s PBW Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 0.14% in Q2 2026, buying an estimated $545 and bringing the position to 10,213 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Wealthspire Advisors (New York) first reported a position in PBW in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.86M in Q2 2021. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Wealthspire Advisors (New York) held 10,213 shares of Invesco WilderHill Clean Energy ETF worth $398K as of Q2 2026.
Wealthspire Advisors (New York) bought 14 Invesco WilderHill Clean Energy ETF shares in Q2 2026, an estimated $545.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #883 holding.
Wealthspire Advisors (New York) first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and has held it in 23 quarters since.
Wealthspire Advisors (New York)'s Invesco WilderHill Clean Energy ETF position peaked at $5.86M in Q2 2021.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.