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EWG Elevate’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

EWG Elevate’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
Q3 		$252K Buy
+8,727
New +$215K 0.08% 99

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

EWG Elevate's PBW Position: Q3 2025 in Review

EWG Elevate opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q3 2025: 8,727 shares worth $252K. The stake represents 0.08% of the portfolio and ranks #99 among its holdings.

134 funds tracked by Wall St. Rank hold PBW as of Q3 2025.

  • EWG Elevate held 8,727 shares of Invesco WilderHill Clean Energy ETF worth $252K as of Q3 2025.
  • Invesco WilderHill Clean Energy ETF was a new EWG Elevate position in Q3 2025.
  • Invesco WilderHill Clean Energy ETF made up 0.08% of EWG Elevate's portfolio in Q3 2025, its #99 holding.
  • 134 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.