EWA
PBW icon

EverSource Wealth Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

EverSource Wealth 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
-3
Closed -$60 – 3798
2024
Q3 		$60 Hold
3
– – ﹤0.01% 2999
2024
Q2 		$65 Buy
+3
New +$65 ﹤0.01% 3017

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

EverSource Wealth Advisors's PBW Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2024, closing a stake of 3 shares — an estimated $60 sold.

EverSource Wealth Advisors first reported a position in PBW in Q2 2024 and held it in 2 quarters. The position peaked at $65 in Q2 2024. 128 funds tracked by Wall St. Rank hold PBW as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 3 Invesco WilderHill Clean Energy ETF shares in Q4 2024, an estimated $60.
  • EverSource Wealth Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2024 and held it in 2 quarters.
  • EverSource Wealth Advisors's Invesco WilderHill Clean Energy ETF position peaked at $65 in Q2 2024.
  • 128 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.