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Guardian Wealth Advisors (North Carolina)’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-300
Closed -$6.01K – 528
2024
Q3 		$6.01K Buy
300
+50
+20% +$996 ﹤0.01% 401
2024
Q2 		$5.04K Hold
250
– – ﹤0.01% 390
2024
Q1 		$5.76K Buy
250
+25
+11% +$601 ﹤0.01% 398
2023
Q4 		$6.69K Buy
+225
New +$6.21K ﹤0.01% 390

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s PBW Position: Q4 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2024, closing a stake of 300 shares — an estimated $6.01K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in PBW in Q4 2023 and held it in 4 quarters. The position peaked at $6.69K in Q4 2023. 128 funds tracked by Wall St. Rank hold PBW as of Q4 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 300 Invesco WilderHill Clean Energy ETF shares in Q4 2024, an estimated $6.01K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2023 and held it in 4 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Invesco WilderHill Clean Energy ETF position peaked at $6.69K in Q4 2023.
  • 128 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Feb 2025.