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Western Financial Corp’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Western Financial Corp’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 		– Sell
-8,989
Closed -$275K – 141
2025
Q4 		$275K Buy
8,989
+19
+0.2% +$605 0.11% 102
2025
Q3 		$259K Buy
+8,970
New +$221K 0.11% 114

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Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
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
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

Western Financial Corp's PBW Position: Q1 2026 in Review

Western Financial Corp sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2026, closing a stake of 8,989 shares — an estimated $275K sold.

Western Financial Corp first reported a position in PBW in Q3 2025 and held it in 2 quarters. The position peaked at $275K in Q4 2025. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

  • Western Financial Corp reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Western Financial Corp sold 8,989 Invesco WilderHill Clean Energy ETF shares in Q1 2026, an estimated $275K.
  • Western Financial Corp first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2025 and held it in 2 quarters.
  • Western Financial Corp's Invesco WilderHill Clean Energy ETF position peaked at $275K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on Western Financial Corp's 13F filing for Q1 2026, filed 23 Apr 2026.