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 Q2	$5.11K	Hold	131	–	–	﹤0.01%	150
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 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

Your Advocates Ltd's PBW Position: Q2 2026 in Review

Your Advocates Ltd held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2026 at 131 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #150.

Your Advocates Ltd first reported a position in PBW in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.9K in Q4 2023. 152 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Your Advocates Ltd held 131 shares of Invesco WilderHill Clean Energy ETF worth $5.11K as of Q2 2026.
Your Advocates Ltd left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2026.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Your Advocates Ltd's portfolio in Q2 2026, its #150 holding.
Your Advocates Ltd first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2023 and has held it in 12 quarters since.
Your Advocates Ltd's Invesco WilderHill Clean Energy ETF position peaked at $15.9K in Q4 2023.
152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.