Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		$1.4M Sell
2025
Q1 		$1.31M Buy
2024
Q4 		$1.59M Buy
2024
Q3 		$1.44M Sell
2024
Q2 		$2.06M Buy
2024
Q1 		$2.33M Buy
2023
Q4 		$2.46M Buy
2023
Q3 		$1.65M Buy