EPG Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

EPG Wealth Management’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	–	Sell	-268	Closed	-$4.22K	–	399
2025 Q1	$4.22K	Sell	268 -268	-50%	-$5.02K	﹤0.01%	396
2024 Q4	$10.7K	Sell	536 -268	-33%	-$5.46K	﹤0.01%	370
2024 Q3	$16.1K	Buy	+804	New	+$16K	﹤0.01%	353
2024 Q2	–	Sell	-804	Closed	-$17.3K	–	378
2024 Q1	$18.5K	Hold	804	–	–	﹤0.01%	366
2023 Q4	$19.4K	Hold	804	–	–	0.01%	349
2023 Q3	$25.3K	Hold	804	–	–	0.01%	329
2023 Q2	$32.3K	Hold	804	–	–	0.01%	311
2023 Q1	$32.5K	Buy	804 +125	+18%	+$5.26K	0.01%	314
2022 Q4	$26K	Hold	679	–	–	0.01%	297
2022 Q3	$33K	Buy	+679	New	+$37K	0.01%	281
2022 Q2	–	Sell	-679	Closed	-$44K	–	344
2022 Q1	$44K	Buy	+679	New	+$40.7K	0.02%	299

Other funds holding PBW

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

EPG Wealth Management's PBW Position: Q2 2025 in Review

EPG Wealth Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2025, closing a stake of 268 shares — an estimated $4.22K sold.

EPG Wealth Management first reported a position in PBW in Q1 2022 and held it in 11 quarters. The position peaked at $44K in Q1 2022. 114 funds tracked by Wall St. Rank hold PBW as of Q2 2025.

EPG Wealth Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 268 Invesco WilderHill Clean Energy ETF shares in Q2 2025, an estimated $4.22K.
EPG Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2022 and held it in 11 quarters.
EPG Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $44K in Q1 2022.
114 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.