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Invesco Wilderhill Clean ENE (PBW)

CUSIP: 46137V134 | NYSE | 635 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Moller Wealth Partners32,965
0.2% of portfolio›$958.3K
Prism Advisors, Inc.25,686
0.2% of portfolio›$726.7K
Truist Financial Corp15,679
0.0% of portfolio›$455.8K
Commonwealth Equity Services, LLC14,913
0.0% of portfolio›$433.5K
Elwood & Goetz Wealth Advisory Group, LLC13,961
0.1% of portfolio›$405.9K
Wealth Enhancement Advisory Services, LLC13,724
0.0% of portfolio›$388.3K
TigerOak Management, L.L.C.8,583
0.1% of portfolio›$249.5K
CX Institutional8,499
0.0% of portfolio›$247
Cambridge Investment Research Advisors, Inc.8,155
0.0% of portfolio›$237.0K
StoneX Group Inc.7,945
0.0% of portfolio›$239.2K
Creative Planning7,328
0.0% of portfolio›$213.0K
Fifth Third Bancorp6,029
0.0% of portfolio›$175.3K
VUB Generali dochodkova spravcovska spolocnost, a.s.3,850
0.1% of portfolio›$111.9K
AlphaCore Capital LLC3,290
0.0% of portfolio›$95.6K
North Star Investment Management Corp.1,537
0.0% of portfolio›$44.7K
Farther Finance Advisors, LLC819
0.0% of portfolio›$23.8K
Citigroup Inc792
0.0% of portfolio›$23.0K
IFP Advisors, Inc743
0.0% of portfolio›$21.6K
Townsend Asset Management Corp740
0.0% of portfolio›$21.5K
Financial Perspectives, Inc709
0.0% of portfolio›$20.6K
Intesa Sanpaolo Wealth Management700
0.0% of portfolio›$20.3K
Albion Financial Group597
0.0% of portfolio›$17.4K
Physician Wealth Advisors, Inc.582
0.0% of portfolio›$16.9K
Flagship Wealth Advisors, LLC580
0.0% of portfolio›$16.9K
1620 Investment Advisors, Inc.351
0.0% of portfolio›$10.2K
Evolution Wealth Management Inc.311
0.0% of portfolio›$9.0K
Rossby Financial, LCC308
0.0% of portfolio›$9.0K
Spire Wealth Management300
0.0% of portfolio›$8.7K
Breakwater Investment Management264
0.0% of portfolio›$7.7K
Portfolio Resources Advisor Group, Inc.245
0.0% of portfolio›$7.1K
Pacific Center for Financial Services204
0.0% of portfolio›$5.9K
Central Trust Co200
0.0% of portfolio›$5.8K
Wilmington Savings Fund Society, FSB188
0.0% of portfolio›$5.5K
Hager Investment Management Services, LLC162
0.0% of portfolio›$4.7K
Center for Financial Planning, Inc.160
0.0% of portfolio›$4.7K
Your Advocates Ltd., LLP131
0.0% of portfolio›$3.8K
Register Financial Advisors LLC90
0.0% of portfolio›$2.6K
Kennebec Savings Bank77
0.0% of portfolio›$2.2K
Piscataqua Savings Bank71
0.0% of portfolio›$2.1K
MTM Investment Management, LLC56
0.0% of portfolio›$1.6K
TD Waterhouse Canada Inc.54
0.0% of portfolio›$1.6K
Asset Dedication, LLC46
0.0% of portfolio›$1.3K
Armstrong Advisory Group, Inc30
0.0% of portfolio›$873
Trust Co of Toledo NA24
0.0% of portfolio›$698
Financial Management Professionals, Inc.15
0.0% of portfolio›$436
Cassaday & Co Wealth Management LLC10
0.0% of portfolio›$291
Blue Trust, Inc.10
0.0% of portfolio›$281
Sage Mountain Advisors LLC4
0.0% of portfolio›$131
Parallel Advisors, LLC2
0.0% of portfolio›$58
Assetmark, Inc1
0.0% of portfolio›$29
Allspring Global Investments Holdings, LLC1
0.0% of portfolio›$29
Lodestone Wealth Management LLC0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Moller Wealth Partners
32,965$958.3K0.2%ETFVery LowNorthfield, IL2026-10-15
Prism Advisors, Inc.
25,686$726.7K0.2%ETFMediumStudio City, CA2026-10-09
Truist Financial Corp
15,679$455.8K0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
14,913$433.5K0.0%ETFLowWaltham, MA2026-11-02
Elwood & Goetz Wealth Advisory Group, LLC
13,961$405.9K0.1%ETFLowAthens, GA2026-10-28
Wealth Enhancement Advisory Services, LLC
13,724$388.3K0.0%CoreLowPlymouth, MN2026-10-13
TigerOak Management, L.L.C.
8,583$249.5K0.1%GrowthVery LowNashville, TN2026-10-23
CX Institutional
8,499$2470.0%CoreMediumAuburn, IN2026-10-02
Cambridge Investment Research Advisors, Inc.
8,155$237.0K0.0%ETFLowFairfield, IA2026-11-02
StoneX Group Inc.
7,945$239.2K0.0%ETFMediumNew York, NY2026-11-03
Creative Planning
7,328$213.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Fifth Third Bancorp
6,029$175.3K0.0%IndexVery LowCincinnati, OH2026-11-05
VUB Generali dochodkova spravcovska spolocnost, a.s.
3,850$111.9K0.1%GrowthLowBratislava, Antigua2026-10-26
AlphaCore Capital LLC
3,290$95.6K0.0%ETFLowLa Jolla, CA2026-11-04
North Star Investment Management Corp.
1,537$44.7K0.0%CoreLowChicago, IL2026-10-27
Farther Finance Advisors, LLC
819$23.8K0.0%IndexLowSan Francisco, CA2026-10-08
Citigroup Inc
792$23.0K0.0%CoreMediumNew York, NY2026-11-04
IFP Advisors, Inc
743$21.6K0.0%GrowthLowTampa, FL2026-10-16
Townsend Asset Management Corp
740$21.5K0.0%CoreLowRaleigh, NC2026-10-29
Financial Perspectives, Inc
709$20.6K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Intesa Sanpaolo Wealth Management
700$20.3K0.0%GrowthMediumLuxembourg, Netherlands2026-10-28
Albion Financial Group
597$17.4K0.0%GrowthLowSalt Lake City, UT2026-10-21
Physician Wealth Advisors, Inc.
582$16.9K0.0%ETFMediumMidvale, UT2026-10-20
Flagship Wealth Advisors, LLC
580$16.9K0.0%ETFLowWakefield, MA2026-11-03
1620 Investment Advisors, Inc.
351$10.2K0.0%ValueLowPlymouth, MA2026-11-04
Evolution Wealth Management Inc.
311$9.0K0.0%ETFMediumFort Myers, FL2026-10-28
Rossby Financial, LCC
308$9.0K0.0%ETFMediumMelbourne, FL2026-11-05
Spire Wealth Management
300$8.7K0.0%GrowthMediumMclean, VA2026-10-30
Breakwater Investment Management
264$7.7K0.0%ETFLowSeattle, WA2026-10-20
Portfolio Resources Advisor Group, Inc.
245$7.1K0.0%ETFMediumCoral Gables, FL2026-10-20
Pacific Center for Financial Services
204$5.9K0.0%ETFMediumDanville, CA2026-10-15
Central Trust Co
200$5.8K0.0%CoreLowJefferson City, MO2026-11-05
Wilmington Savings Fund Society, FSB
188$5.5K0.0%CoreLowWilmington, DE2026-10-23
Hager Investment Management Services, LLC
162$4.7K0.0%GrowthMediumNew London, NH2026-11-04
Center for Financial Planning, Inc.
160$4.7K0.0%ETFLowSouthfied, MI2026-10-26
Your Advocates Ltd., LLP
131$3.8K0.0%ETFLowHouston, TX2026-11-03
Register Financial Advisors LLC
90$2.6K0.0%GARPLowAtlanta, GA2026-10-23
Kennebec Savings Bank
77$2.2K0.0%CoreLowAugusta, ME2026-10-22
Piscataqua Savings Bank
71$2.1K0.0%CoreVery LowPortsmouth, NH2026-10-21
MTM Investment Management, LLC
56$1.6K0.0%CoreVery LowSpartanburg, SC2026-10-30
TD Waterhouse Canada Inc.
54$1.6K0.0%CoreLowToronto, Australia2026-10-16
Asset Dedication, LLC
46$1.3K0.0%ETFLowSan Francisco, CA2026-11-03
Armstrong Advisory Group, Inc
30$8730.0%ETFHighNeedham, MA2026-10-09
Trust Co of Toledo NA
24$6980.0%GrowthVery LowHolland, OH2026-10-16
Financial Management Professionals, Inc.
15$4360.0%ETFMediumAustin, TX2026-10-23
Cassaday & Co Wealth Management LLC
10$2910.0%ETFVery LowMclean, VA2026-10-27
Blue Trust, Inc.
10$2810.0%ETFLowBrentwood, TN2026-10-15
Sage Mountain Advisors LLC
4$1310.0%ETFLowAtlanta, GA2026-11-02
Parallel Advisors, LLC
2$580.0%IndexLowSan Francisco, CA2026-11-03
Assetmark, Inc
1$290.0%ETFLowConcord, CA2026-10-21
Allspring Global Investments Holdings, LLC
1$290.0%CoreMediumCharlotte, NC2026-11-04
Lodestone Wealth Management LLC
0$00.0%CoreLowSpokane, WA2026-10-14