YAL
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Your Advocates Ltd’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Your Advocates Ltd’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 		$4.14K Hold
131
– – ﹤0.01% 157
2025
Q4 		$4K Hold
131
– – ﹤0.01% 160
2025
Q3 		$3.78K Hold
131
– – ﹤0.01% 152
2025
Q2 		$2.61K Hold
131
– – ﹤0.01% 150
2025
Q1 		$2.06K Hold
131
– – ﹤0.01% 159
2024
Q4 		$2.62K Sell
131
-161
-55% -$3.28K ﹤0.01% 155
2024
Q3 		$5.85K Hold
292
– – ﹤0.01% 142
2024
Q2 		$5.88K Sell
292
-23
-7% -$495 ﹤0.01% 137
2024
Q1 		$7.26K Sell
315
-220
-41% -$5.29K ﹤0.01% 122
2023
Q4 		$15.9K Buy
535
+344
+180% +$9.49K 0.01% 89
2023
Q3 		$6K Buy
+191
New +$7.22K ﹤0.01% 135

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
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
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 $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return