Franklin Resources’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Franklin Resources’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	-31	Closed	-$635	–	2999
2024 Q3	$635	Hold	31	–	–	﹤0.01%	2912
2024 Q2	$625	Hold	31	–	–	﹤0.01%	2860
2024 Q1	$715	Hold	31	–	–	﹤0.01%	2857
2023 Q4	$921	Hold	31	–	–	﹤0.01%	2634
2023 Q3	$974	Hold	31	–	–	﹤0.01%	2656
2023 Q2	$1.24K	Hold	31	–	–	﹤0.01%	2718
2023 Q1	$1.25K	Hold	31	–	–	﹤0.01%	2306
2022 Q4	$1.19K	Buy	+31	New	+$1.38K	﹤0.01%	2326
2021 Q2	–	Sell	-252	Closed	-$25K	–	2057
2021 Q1	$25K	Buy	252 +1	+0.4%	+$114	﹤0.01%	1937
2020 Q4	$26K	Buy	+251	New	+$20.3K	﹤0.01%	1861

Other funds holding PBW

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

Citigroup New York $235B AUM 32.99% 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

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

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Franklin Resources's PBW Position: Q4 2024 in Review

Franklin Resources sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2024, closing a stake of 31 shares — an estimated $635 sold.

Franklin Resources first reported a position in PBW in Q4 2020 and held it in 10 quarters. The position peaked at $26K in Q4 2020. 128 funds tracked by Wall St. Rank hold PBW as of Q4 2024.

Franklin Resources reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Franklin Resources sold 31 Invesco WilderHill Clean Energy ETF shares in Q4 2024, an estimated $635.
Franklin Resources first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and held it in 10 quarters.
Franklin Resources's Invesco WilderHill Clean Energy ETF position peaked at $26K in Q4 2020.
128 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2024.

Based on Franklin Resources's 13F filing for Q4 2024, filed 12 Feb 2025.