Public ownership evidence

Invesco WilderHill Clean Energy ETF (PBW) Ownership Disclosures

Read PBW insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Step 1 of 3

Recent institutional filing receipts

Invesco WilderHill Clean Energy ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
5,326
Value (USD)
$207,768
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PBW fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PBW fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-285,326$207,768None
Bernard Wealth Management Corp.2026-06-302026-08-2212$469None
Beacon Pointe Advisors, LLC2026-06-302026-08-1926,992$1,052,944None
Corient Private Wealth LP2026-06-302026-08-185,326$207,767None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15335$13,068None
JPL Wealth Management, LLC2026-06-302026-08-152,602$101,502None
Q3 Asset Management2026-06-302026-08-1563,167$2,464,000None
Qube Research & Technologies Ltd2026-06-302026-08-15287,500$11,215,375None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,024$156,976None
OSAIC HOLDINGS, INC.2026-06-302026-08-15879$34,292None
OSAIC HOLDINGS, INC.2026-06-302026-08-1556,986$2,223,100None
JANE STREET GROUP, LLC2026-06-302026-08-152$78None
JANE STREET GROUP, LLC2026-06-302026-08-1520,359$794,205None
JANE STREET GROUP, LLC2026-06-302026-08-1536,500$1,423,865Put
JANE STREET GROUP, LLC2026-06-302026-08-1513,400$522,734Call
GTS SECURITIES LLC2026-06-302026-08-1555,808$2,177,070None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1556,800$2,215,768Call
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-155,600$218,456Put
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1524,185$943,457None
Medallion Wealth Advisors, LLC2026-06-302026-08-1526$1,014None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1527$1,061None
&PARTNERS2026-06-302026-08-155,801$226,283None
Thrivent Financial for Lutherans2026-06-302026-08-1519,029$742,000None
AMERIPRISE FINANCIAL INC2026-06-302026-08-1522,574$880,612None
MAI Capital Management2026-06-302026-08-157,872$307,089None
ROYAL BANK OF CANADA2026-06-302026-08-152,226$87,000None
ROYAL BANK OF CANADA2026-06-302026-08-152,367$92,000None
ROYAL BANK OF CANADA2026-06-302026-08-1538,226$1,491,000None
ROYAL BANK OF CANADA2026-06-302026-08-156,899$269,000None
D. E. Shaw & Co., Inc.2026-06-302026-08-15151,907$5,925,892None
CITADEL ADVISORS LLC2026-06-302026-08-1542,246$1,648,016None
CITADEL ADVISORS LLC2026-06-302026-08-1516,000$624,160Call
TUDOR INVESTMENT CORP ET AL2026-06-302026-08-157,651$298,466None
TWO SIGMA SECURITIES, LLC2026-06-302026-08-157,019$273,811None
TWO SIGMA INVESTMENTS, LP2026-06-302026-08-1550,816$1,982,332None
GOLDMAN SACHS GROUP INC2026-06-302026-08-15881,546$34,389,109None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1530,801$1,201,545None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15119,217$4,650,673None
BARCLAYS PLC2026-06-302026-08-15422$16,462None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1574,789$2,917,511None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1530,932$1,206,667None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1580,798$3,151,930None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1535,995$1,404,161None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1583,493$3,257,062None
Elwood & Goetz Wealth Advisory Group, LLC2026-06-302026-08-1411,969$466,924None
Rockefeller Capital Management L.P.2026-06-302026-08-14698$27,265None
Steward Partners Investment Advisory, LLC2026-06-302026-08-144,228$164,948None
UBS Group AG2026-06-302026-08-1416,682$650,765None
UBS Group AG2026-06-302026-08-14395$15,409None
UBS Group AG2026-06-302026-08-1413,007$507,403None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Bernard Wealth Management Corp. ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗Federation des caisses Desjardins du Quebec ↗JPL Wealth Management, LLC ↗Q3 Asset Management ↗Qube Research & Technologies Ltd ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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