CIBC Private Wealth Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

CIBC Private Wealth Group’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
2024 Q4	–	Sell	-2,449	Closed	-$49K	–	3131
2024 Q3	$49K	Buy	2,449 +1	+0%	+$20	﹤0.01%	1783
2024 Q2	$50.8K	Buy	2,448 +3	+0.1%	+$65	﹤0.01%	1669
2024 Q1	$56.3K	Buy	+2,445	New	+$58.8K	﹤0.01%	1625
2021 Q3	–	Sell	-3,872	Closed	-$361K	–	1001
2021 Q2	$361K	Sell	3,872 -432	-10%	-$37.4K	﹤0.01%	864
2021 Q1	$423K	Buy	+4,304	New	+$492K	﹤0.01%	837
2018 Q3	–	Sell	-480	Closed	-$12K	–	1488
2018 Q2	$12K	Hold	480	–	–	﹤0.01%	1522
2018 Q1	$12K	Hold	480	–	–	﹤0.01%	1493
2017 Q4	$12K	Buy	+480	New	+$11.8K	﹤0.01%	1512

Other funds holding PBW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

CIBC Private Wealth Group's PBW Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2024, closing a stake of 2,449 shares — an estimated $49K sold.

CIBC Private Wealth Group first reported a position in PBW in Q4 2017 and held it in 8 quarters. The position peaked at $423K in Q1 2021. 128 funds tracked by Wall St. Rank hold PBW as of Q4 2024.

CIBC Private Wealth Group reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
CIBC Private Wealth Group sold 2,449 Invesco WilderHill Clean Energy ETF shares in Q4 2024, an estimated $49K.
CIBC Private Wealth Group first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2017 and held it in 8 quarters.
CIBC Private Wealth Group's Invesco WilderHill Clean Energy ETF position peaked at $423K in Q1 2021.
128 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.