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GPS Wealth Strategies Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

GPS Wealth Strategies Group’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
Q4 		– Sell
-310
Closed -$8.96K – 1269
2025
Q3 		$8.96K Sell
310
-4
-1% -$99 ﹤0.01% 1111
2025
Q2 		$6.25K Sell
314
-41
-12% -$706 ﹤0.01% 1141
2025
Q1 		$5.59K Buy
355
+4
+1% +$75 ﹤0.01% 1126
2024
Q4 		$7.03K Buy
351
+1
+0.3% +$20 ﹤0.01% 1025
2024
Q3 		$7.01K Buy
350
+1
+0.3% +$20 ﹤0.01% 1026
2024
Q2 		$7.04K Buy
349
+1
+0.3% +$22 ﹤0.01% 992
2024
Q1 		$8.03K Buy
348
+1
+0.3% +$24 ﹤0.01% 905
2023
Q4 		$10.3K Sell
347
-49
-12% -$1.35K ﹤0.01% 832
2023
Q3 		$12.5K Buy
396
+43
+12% +$1.63K ﹤0.01% 799
2023
Q2 		$14.2K Buy
353
+1
+0.3% +$37 ﹤0.01% 769
2023
Q1 		$14.2K Buy
+352
New +$14.8K ﹤0.01% 766
2022
Q4 		– Sell
-348
Closed -$17K – 794
2022
Q3 		$17K Buy
348
+1
+0.3% +$54 ﹤0.01% 656
2022
Q2 		$16K Buy
347
+151
+77% +$7.93K ﹤0.01% 670
2022
Q1 		$13K Buy
196
+46
+31% +$2.76K ﹤0.01% 676
2021
Q4 		$11K Buy
150
+50
+50% +$4.09K ﹤0.01% 718
2021
Q3 		$8K Hold
100
– – ﹤0.01% 767
2021
Q2 		$9K Hold
100
– – ﹤0.01% 759
2021
Q1 		$9K Buy
+100
New +$11.4K ﹤0.01% 687

Other funds holding PBW

DT
DV Trading Chicago, Illinois $3.05B AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GPS Wealth Strategies Group's PBW Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2025, closing a stake of 310 shares — an estimated $8.96K sold.

GPS Wealth Strategies Group first reported a position in PBW in Q1 2021 and held it in 18 quarters. The position peaked at $17K in Q3 2022. 152 funds tracked by Wall St. Rank hold PBW as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 310 Invesco WilderHill Clean Energy ETF shares in Q4 2025, an estimated $8.96K.
  • GPS Wealth Strategies Group first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's Invesco WilderHill Clean Energy ETF position peaked at $17K in Q3 2022.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.