Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
GRP
Global Retirement Partners’s
Invesco WilderHill Clean Energy ETF
PBW
Stock Holding History
Global Retirement Partners’s Portfolio
PBW Stock Details
PBW Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
$4.47K
Sell
147
-109
-43%
-$3.47K
﹤0.01%
3476
2025
Q3
$7.41K
Hold
256
–
–
﹤0.01%
2823
2025
Q2
$5.1K
Buy
+256
New
+$4.41K
﹤0.01%
2904
2024
Q4
$5.11K
Buy
+256
New
+$5.22K
﹤0.01%
2671
2024
Q3
–
Sell
-434
Closed
-$8.74K
–
3608
2024
Q2
$8.74K
Buy
434
+1
+0.2%
+$22
﹤0.01%
2372
2024
Q1
$9.98K
Buy
433
+428
+8,560%
+$10.3K
﹤0.01%
2125
2023
Q4
$121
Buy
+5
New
+$138
﹤0.01%
3264
2018
Q1
–
Sell
-208
Closed
-$5K
–
1525
2017
Q4
$5K
Buy
+208
New
+$5.12K
﹤0.01%
1118
Other funds holding PBW
DT
DV Trading
Chicago, Illinois
$1.1B AUM
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Qube Research & Technologies (QRT)
London, United Kingdom
$70.4B AUM
20.22%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close