First Horizon Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

First Horizon 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
2025 Q2	$14.2K	Sell	712 -82	-10%	-$1.41K	﹤0.01%	1543
2025 Q1	$12.5K	Sell	794 -539	-40%	-$10.1K	﹤0.01%	1517
2024 Q4	$26.7K	Buy	1,333 +496	+59%	+$10.1K	﹤0.01%	1223
2024 Q3	$16.8K	Sell	837 -190	-19%	-$3.79K	﹤0.01%	1432
2024 Q2	$20.7K	Buy	1,027 +26	+3%	+$559	﹤0.01%	1259
2024 Q1	$23.1K	Buy	1,001 +183	+22%	+$4.4K	﹤0.01%	1296
2023 Q4	$24.3K	Buy	818 +205	+33%	+$5.66K	﹤0.01%	1260
2023 Q3	$19.3K	Sell	613 -4	-0.6%	-$151	﹤0.01%	1266
2023 Q2	$24.8K	Buy	617 +163	+36%	+$6.07K	﹤0.01%	1181
2023 Q1	$18.4K	Buy	454 +4	+0.9%	+$168	﹤0.01%	1292
2022 Q4	$17.2K	Buy	450 +35	+8%	+$1.56K	﹤0.01%	1303
2022 Q3	$19K	Buy	415 +28	+7%	+$1.52K	﹤0.01%	1254
2022 Q2	$17K	Buy	+387	New	+$20.3K	﹤0.01%	1358
2022 Q1	–	Sell	-227	Closed	-$16K	–	2136
2021 Q4	$16K	Buy	227 +40	+21%	+$3.27K	﹤0.01%	1359
2021 Q3	$14K	Buy	187 +164	+713%	+$13.4K	﹤0.01%	1406
2021 Q2	$2K	Sell	23 -17	-43%	-$1.47K	﹤0.01%	1786
2021 Q1	$3K	Buy	+40	New	+$4.57K	﹤0.01%	1581

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 $20.9B AUM 19.34% 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

First Horizon Advisors's PBW Position: Q2 2025 in Review

First Horizon Advisors reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 10% in Q2 2025, selling an estimated $1.41K and leaving 712 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1543.

First Horizon Advisors first reported a position in PBW in Q1 2021 and has held it in 17 quarters since. The position peaked at $26.7K in Q4 2024. 114 funds tracked by Wall St. Rank hold PBW as of Q2 2025.

First Horizon Advisors held 712 shares of Invesco WilderHill Clean Energy ETF worth $14.2K as of Q2 2025.
First Horizon Advisors sold 82 Invesco WilderHill Clean Energy ETF shares in Q2 2025, an estimated $1.41K.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1543 holding.
First Horizon Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and has held it in 17 quarters since.
First Horizon Advisors's Invesco WilderHill Clean Energy ETF position peaked at $26.7K in Q4 2024.
114 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.