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Clear Point Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-1
Closed -$22 – 407
2024
Q3 		$22 Hold
1
– – ﹤0.01% 565
2024
Q2 		$22 Hold
1
– – ﹤0.01% 558
2024
Q1 		$25 Hold
1
– – ﹤0.01% 558
2023
Q4 		$32 Buy
+1
New +$28 ﹤0.01% 538

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Clear Point Advisors's PBW Position: Q4 2024 in Review

Clear Point Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2024, closing a stake of 1 share — an estimated $22 sold.

Clear Point Advisors first reported a position in PBW in Q4 2023 and held it in 4 quarters. The position peaked at $32 in Q4 2023. 128 funds tracked by Wall St. Rank hold PBW as of Q4 2024.

  • Clear Point Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1 Invesco WilderHill Clean Energy ETF share in Q4 2024, an estimated $22.
  • Clear Point Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Invesco WilderHill Clean Energy ETF position peaked at $32 in Q4 2023.
  • 128 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.