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Legend Financial Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Legend Financial 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
Q1 		– Sell
-3
Closed -$60 – 185
2024
Q4 		$60 Buy
+3
New +$61 ﹤0.01% 257
2024
Q3 		– Sell
-3
Closed -$60 – 244
2024
Q2 		$60 Buy
+3
New +$65 ﹤0.01% 283

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Legend Financial Advisors's PBW Position: Q1 2025 in Review

Legend Financial Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2025, closing a stake of 3 shares — an estimated $60 sold.

Legend Financial Advisors first reported a position in PBW in Q2 2024 and held it in 2 quarters. The position peaked at $60 in Q4 2024. 119 funds tracked by Wall St. Rank hold PBW as of Q1 2025.

  • Legend Financial Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 3 Invesco WilderHill Clean Energy ETF shares in Q1 2025, an estimated $60.
  • Legend Financial Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's Invesco WilderHill Clean Energy ETF position peaked at $60 in Q4 2024.
  • 119 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.