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Garde Capital’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Garde Capital’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 		– Sell
-11
Closed -$223 – 642
2025
Q2 		$223 Hold
11
– – ﹤0.01% 784
2025
Q1 		$176 Buy
+11
New +$206 ﹤0.01% 781

Other funds holding PBW

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HighTower Advisors
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Tidal Investments
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Garde Capital's PBW Position: Q3 2025 in Review

Garde Capital sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2025, closing a stake of 11 shares — an estimated $223 sold.

Garde Capital first reported a position in PBW in Q1 2025 and held it in 2 quarters. The position peaked at $223 in Q2 2025. 134 funds tracked by Wall St. Rank hold PBW as of Q3 2025.

  • Garde Capital reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Garde Capital sold 11 Invesco WilderHill Clean Energy ETF shares in Q3 2025, an estimated $223.
  • Garde Capital first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2025 and held it in 2 quarters.
  • Garde Capital's Invesco WilderHill Clean Energy ETF position peaked at $223 in Q2 2025.
  • 134 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.