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Aptus Capital Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Aptus Capital Advisors’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
2026
Q1 		$4.42K Buy
+140
New +$4.67K ﹤0.01% 1576
2025
Q1 		– Sell
-140
Closed -$2.8K – 1487
2024
Q4 		$2.8K Sell
140
-160
-53% -$3.26K ﹤0.01% 1364
2024
Q3 		$6.01K Buy
300
+50
+20% +$996 ﹤0.01% 1134
2024
Q2 		$5.04K Hold
250
– – ﹤0.01% 1074
2024
Q1 		$5.76K Buy
250
+25
+11% +$601 ﹤0.01% 1073
2023
Q4 		$6.69K Buy
+225
New +$6.21K ﹤0.01% 823
2021
Q3 		– Sell
-100
Closed -$9K – 587
2021
Q2 		$9K Hold
100
– – ﹤0.01% 505
2021
Q1 		$10K Hold
100
– – ﹤0.01% 463
2020
Q4 		$10K Hold
100
– – ﹤0.01% 416
2020
Q3 		$6K Buy
+100
New +$5.2K ﹤0.01% 433

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IA
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return