JFS Wealth Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

JFS Wealth Advisors’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 Q2	–	Sell	-759	Closed	-$11.9K	–	1948
2025 Q1	$11.9K	Hold	759	–	–	﹤0.01%	822
2024 Q4	$15.2K	Hold	759	–	–	﹤0.01%	720
2024 Q3	$15.2K	Sell	759 -53	-7%	-$1.06K	﹤0.01%	713
2024 Q2	$16.4K	Hold	812	–	–	﹤0.01%	646
2024 Q1	$18.7K	Hold	812	–	–	﹤0.01%	642
2023 Q4	$24.1K	Sell	812 -71	-8%	-$1.96K	﹤0.01%	545
2023 Q3	$27.8K	Hold	883	–	–	﹤0.01%	474
2023 Q2	$35.4K	Hold	883	–	–	﹤0.01%	421
2023 Q1	$35.7K	Hold	883	–	–	﹤0.01%	417
2022 Q4	$33.8K	Hold	883	–	–	﹤0.01%	425
2022 Q3	$43K	Sell	883 -221	-20%	-$12K	﹤0.01%	408
2022 Q2	$50K	Hold	1,104	–	–	0.01%	396
2022 Q1	$72K	Sell	1,104 -182	-14%	-$10.9K	0.01%	350
2021 Q4	$92K	Buy	1,286 +92	+8%	+$7.52K	0.01%	321
2021 Q3	$92K	Buy	1,194 +214	+22%	+$17.5K	0.01%	324
2021 Q2	$91K	Hold	980	–	–	0.01%	230
2021 Q1	$96K	Hold	980	–	–	0.02%	198
2020 Q4	$101K	Hold	980	–	–	0.02%	192
2020 Q3	$60K	Hold	980	–	–	0.01%	212
2020 Q2	$40K	Buy	+980	New	+$32.6K	0.01%	249

Other funds holding PBW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

JFS Wealth Advisors's PBW Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2025, closing a stake of 759 shares — an estimated $11.9K sold.

JFS Wealth Advisors first reported a position in PBW in Q2 2020 and held it in 20 quarters. The position peaked at $101K in Q4 2020. 114 funds tracked by Wall St. Rank hold PBW as of Q2 2025.

JFS Wealth Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
JFS Wealth Advisors sold 759 Invesco WilderHill Clean Energy ETF shares in Q2 2025, an estimated $11.9K.
JFS Wealth Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2020 and held it in 20 quarters.
JFS Wealth Advisors's Invesco WilderHill Clean Energy ETF position peaked at $101K in Q4 2020.
114 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.