Lugano Financial Advisors SA (LFA)’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Lugano Financial Advisors SA (LFA)’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	-5,000	Closed	-$78.7K	–	256
2025 Q1	$78.7K	Hold	5,000	–	–	0.05%	117
2024 Q4	$100K	Hold	5,000	–	–	0.07%	113
2024 Q3	$100K	Hold	5,000	–	–	0.07%	115
2024 Q2	$101K	Hold	5,000	–	–	0.08%	104
2024 Q1	$115K	Hold	5,000	–	–	0.08%	98
2023 Q4	$149K	Hold	5,000	–	–	0.12%	71
2023 Q3	$157K	Hold	5,000	–	–	0.13%	63
2023 Q2	$201K	Hold	5,000	–	–	0.13%	72
2023 Q1	$202K	Hold	5,000	–	–	0.15%	48
2022 Q4	$192K	Hold	5,000	–	–	0.14%	61
2022 Q3	$241K	Hold	5,000	–	–	0.19%	61
2022 Q2	$228K	Hold	5,000	–	–	0.16%	56
2022 Q1	$327K	Hold	5,000	–	–	0.22%	49
2021 Q4	$357K	Hold	5,000	–	–	0.21%	50
2021 Q3	$386K	Hold	5,000	–	–	0.25%	45
2021 Q2	$466K	Hold	5,000	–	–	0.29%	41
2021 Q1	$492K	Hold	5,000	–	–	0.34%	40
2020 Q4	$517K	Hold	5,000	–	–	0.4%	38
2020 Q3	$284K	Buy	+5,000	New	+$260K	0.26%	51

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

Lugano Financial Advisors SA (LFA)'s PBW Position: Q2 2025 in Review

Lugano Financial Advisors SA (LFA) sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2025, closing a stake of 5,000 shares — an estimated $78.7K sold.

Lugano Financial Advisors SA (LFA) first reported a position in PBW in Q3 2020 and held it in 19 quarters. The position peaked at $517K in Q4 2020. 114 funds tracked by Wall St. Rank hold PBW as of Q2 2025.

Lugano Financial Advisors SA (LFA) reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 5,000 Invesco WilderHill Clean Energy ETF shares in Q2 2025, an estimated $78.7K.
Lugano Financial Advisors SA (LFA) first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2020 and held it in 19 quarters.
Lugano Financial Advisors SA (LFA)'s Invesco WilderHill Clean Energy ETF position peaked at $517K in Q4 2020.
114 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2025.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2025, filed 7 Aug 2025.