AGM
PBW icon

Alpine Global Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Alpine Global Management’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
2025
Q1 		– Sell
-37,440
Closed -$749K – 220
2024
Q4 		$749K Buy
+37,440
New +$763K 0.1% 117

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Alpine Global Management's PBW Position: Q1 2025 in Review

Alpine Global Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2025, closing a stake of 37,440 shares — an estimated $749K sold.

Alpine Global Management first reported a position in PBW in Q4 2024 and held it in 1 quarter. The position peaked at $749K in Q4 2024. 119 funds tracked by Wall St. Rank hold PBW as of Q1 2025.

  • Alpine Global Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Alpine Global Management sold 37,440 Invesco WilderHill Clean Energy ETF shares in Q1 2025, an estimated $749K.
  • Alpine Global Management first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2024 and held it in 1 quarter.
  • Alpine Global Management's Invesco WilderHill Clean Energy ETF position peaked at $749K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2025.

Based on Alpine Global Management's 13F filing for Q1 2025, filed 15 May 2025.