Envestnet Portfolio Solutions
PBW icon

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
2026
Q1 		$2.04M Sell
64,608
-600
-0.9% -$20K 0.01% 450
2025
Q4 		$1.99M Sell
65,208
-5,015
-7% -$160K 0.01% 547
2025
Q3 		$2.03M Sell
70,223
-307
-0.4% -$7.58K 0.01% 523
2025
Q2 		$1.4M Sell
70,530
-12,810
-15% -$220K 0.01% 677
2025
Q1 		$1.31M Buy
83,340
+3,919
+5% +$73.4K 0.01% 722
2024
Q4 		$1.59M Buy
79,421
+7,406
+10% +$151K 0.01% 753
2024
Q3 		$1.44M Sell
72,015
-30,350
-30% -$605K ﹤0.01% 776
2024
Q2 		$2.06M Buy
102,365
+1,131
+1% +$24.3K 0.01% 626
2024
Q1 		$2.33M Buy
101,234
+18,441
+22% +$443K 0.01% 583
2023
Q4 		$2.46M Buy
82,793
+30,383
+58% +$839K 0.01% 534
2023
Q3 		$1.65M Buy
+52,410
New +$1.98M 0.01% 606

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $70.4B AUM 20.22% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
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