Ameritas Advisory Services’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-80
Closed -$2.31K 1766
2025
Q3
$2.31K Sell
80
-100
-56% -$2.47K ﹤0.01% 1966
2025
Q2
$3.59K Buy
+180
New +$3.1K ﹤0.01% 2340
2023
Q2
Sell
-180
Closed -$6.92K 1949
2023
Q1
$6.92K Buy
+180
New +$7.57K ﹤0.01% 2036

Other funds holding PBW

Ameritas Advisory Services's PBW Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2025, closing a stake of 80 shares — an estimated $2.31K sold.

Ameritas Advisory Services first reported a position in PBW in Q1 2023 and held it in 3 quarters. The position peaked at $6.92K in Q1 2023. 152 funds tracked by Wall St. Rank hold PBW as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 80 Invesco WilderHill Clean Energy ETF shares in Q4 2025, an estimated $2.31K.
  • Ameritas Advisory Services first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Invesco WilderHill Clean Energy ETF position peaked at $6.92K in Q1 2023.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.