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Harel Insurance Investments & Financial Services’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Harel Insurance Investments & Financial Services’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
Q1 		– Sell
-49
Closed -$1K – 532
2024
Q4 		$1K Hold
49
– – ﹤0.01% 467
2024
Q3 		$1K Sell
49
-223,200
-100% -$4.45M ﹤0.01% 489
2024
Q2 		$4.5M Hold
223,249
– – 0.08% 82
2024
Q1 		$5.15M Hold
223,249
– – 0.1% 74
2023
Q4 		$6.63M Sell
223,249
-449
-0.2% -$12.4K 0.12% 84
2023
Q3 		$7.03M Buy
223,698
+245
+0.1% +$9.26K 0.14% 80
2023
Q2 		$8.96M Sell
223,453
-7,777
-3% -$290K 0.22% 55
2023
Q1 		$9.34M Buy
231,230
+198
+0.1% +$8.33K 0.19% 73
2022
Q4 		$8.86M Sell
231,032
-271
-0.1% -$12.1K 0.19% 66
2022
Q3 		$11.1M Sell
231,303
-618
-0.3% -$33.7K 0.27% 69
2022
Q2 		$10.6M Sell
231,921
-1,575
-0.7% -$82.7K 0.22% 74
2022
Q1 		$15.2M Buy
233,496
+225,959
+2,998% +$13.5M 0.25% 78
2021
Q4 		$538K Buy
7,537
+262
+4% +$21.4K 0.01% 258
2021
Q3 		$562K Buy
7,275
+1,377
+23% +$113K 0.01% 221
2021
Q2 		$549K Buy
5,898
+736
+14% +$63.7K 0.01% 436
2021
Q1 		$508K Buy
+5,162
New +$590K 0.01% 494

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $824M AUM 78.19% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PBW Position: Q1 2025 in Review

Harel Insurance Investments & Financial Services sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2025, closing a stake of 49 shares — an estimated $1K sold.

Harel Insurance Investments & Financial Services first reported a position in PBW in Q1 2021 and held it in 16 quarters. The position peaked at $15.2M in Q1 2022. 119 funds tracked by Wall St. Rank hold PBW as of Q1 2025.

  • Harel Insurance Investments & Financial Services reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 49 Invesco WilderHill Clean Energy ETF shares in Q1 2025, an estimated $1K.
  • Harel Insurance Investments & Financial Services first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and held it in 16 quarters.
  • Harel Insurance Investments & Financial Services's Invesco WilderHill Clean Energy ETF position peaked at $15.2M in Q1 2022.
  • 119 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.