Gateway Wealth Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Gateway Wealth Partners’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	-32,976	Closed	-$661K	–	299
2024 Q3	$661K	Buy	32,976 +3,194	+11%	+$63.7K	0.18%	122
2024 Q2	$600K	Sell	29,782 -4,781	-14%	-$103K	0.18%	132
2024 Q1	$797K	Sell	34,563 -8,359	-19%	-$201K	0.29%	82
2023 Q4	$1.28M	Buy	+42,922	New	+$1.18M	0.51%	51

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 $20.9B AUM 19.34% 1-Year Est. Return

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

Gateway Wealth Partners's PBW Position: Q4 2024 in Review

Gateway Wealth Partners sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2024, closing a stake of 32,976 shares — an estimated $661K sold.

Gateway Wealth Partners first reported a position in PBW in Q4 2023 and held it in 4 quarters. The position peaked at $1.28M in Q4 2023. 128 funds tracked by Wall St. Rank hold PBW as of Q4 2024.

Gateway Wealth Partners reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Gateway Wealth Partners sold 32,976 Invesco WilderHill Clean Energy ETF shares in Q4 2024, an estimated $661K.
Gateway Wealth Partners first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2023 and held it in 4 quarters.
Gateway Wealth Partners's Invesco WilderHill Clean Energy ETF position peaked at $1.28M in Q4 2023.
128 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2024.

Based on Gateway Wealth Partners's 13F filing for Q4 2024, filed 23 Jan 2025.