RETIREMENT INCOME SOLUTIONS, INC PBW — Invesco Clean Energy ETF

Ownership history in RETIREMENT INCOME SOLUTIONS, INC  ·  22 quarters on record

AI Ownership Summary

RETIREMENT INCOME SOLUTIONS, INC reported Invesco Clean Energy ETF (PBW) in 22 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.06% in 2024 Q1. The latest visible filing shows PBW at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PBW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RETIREMENT INCOME SOLUTIONS, INC's position in Invesco Clean Energy ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PBW was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PBW stock page RETIREMENT INCOME SOLUTIONS, INC fund profile RETIREMENT INCOME SOLUTIONS, INC full holdings
How RETIREMENT INCOME SOLUTIONS, INC held PBW — position size vs. price
% of Fund (quarterly)    PBW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 6,837 — 0% 0.04% $216K 2026-08-03 $32.98
2026 Q1 UNCHANGED — — — 6,837 — 0% 0.04% $216K 2026-05-04 $38.16
2025 Q4 REDUCED — — — 6,837 -212 -3.0% 0.04% $209K 2026-01-27 $35.56
2025 Q3 REDUCED 33.0% +9.0% ❌ 7,049 -3,477 -33.0% 0.03% $204K 2025-10-14 $34.41
2025 Q1 UNCHANGED — — — 10,526 — 0% 0.03% $166K 2025-05-06 $15.83
2024 Q4 REDUCED — — — 10,526 -71 -0.7% 0.04% $211K 2025-01-31 $19.25
2024 Q3 UNCHANGED — — — 10,597 — 0% 0.05% $212K 2024-11-08 $19.59
2024 Q2 REDUCED — — — 10,597 -243 -2.2% 0.05% $214K 2024-08-01 $19.89
2024 Q1 REDUCED — — — 10,840 -39 -0.4% 0.06% $250K 2024-05-03 $20.96
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PBW

As of 2026 Q2 — sorted by position size

Fortis Group Advisors, LLC 3Y 0.3% BASSO CAPITAL MANAGEMENT, L.P. 3Y 7Y 0.24% MOLLER WEALTH PARTNERS 3Y 7Y 0.19% VUB Generali dochodkova spravcovska spolocnost, a.s. 0.1% Prism Advisors, Inc. 3Y 7Y 0.08% Great Diamond Partners, LLC 3Y 0.06% Financial Management Professionals, Inc. 3Y 7Y 0.06% NWAM LLC 3Y 7Y 0.06% Westfuller Advisors, LLC 0.03% Evolution Wealth Advisors, LLC 3Y 7Y 0.03%

FAQ About RETIREMENT INCOME SOLUTIONS, INC and PBW

These are the practical questions this page is built to answer before you even open the full history table.

How long has RETIREMENT INCOME SOLUTIONS, INC reported owning PBW?

RETIREMENT INCOME SOLUTIONS, INC reported PBW across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported PBW position in RETIREMENT INCOME SOLUTIONS, INC's portfolio?

The largest reported portfolio weight for PBW was 0.06% in 2024 Q1.

What is the latest reported PBW position on this page?

The most recent filing on this page is 2026 Q2, when RETIREMENT INCOME SOLUTIONS, INC reported 6,837 shares, equal to 0.04% of portfolio, with an estimated market value of $216K.

What does the chart on this PBW ownership page compare?

The chart compares RETIREMENT INCOME SOLUTIONS, INC's quarterly PBW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RETIREMENT INCOME SOLUTIONS, INC time their PBW position?

Based on 13F filing dates vs. subsequent PBW price moves, RETIREMENT INCOME SOLUTIONS, INC correctly timed 9 out of 17 reported position changes (53%). The annualised alpha on PBW relative to SPY over the holding period was -30.7%.

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