McIlrath & Eck’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

McIlrath & Eck’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 Q3	–	Sell	-590	Closed	-$11.8K	–	970
2025 Q2	$11.8K	Buy	590 +1	+0.2%	+$17	﹤0.01%	569
2025 Q1	$9.27K	Hold	589	–	–	﹤0.01%	618
2024 Q4	$11.8K	Buy	589 +6	+1%	+$122	﹤0.01%	593
2024 Q3	$11.7K	Buy	583 +2	+0.3%	+$40	﹤0.01%	598
2024 Q2	$11.7K	Buy	581 +4	+0.7%	+$86	﹤0.01%	570
2024 Q1	$13.3K	Buy	577 +4	+0.7%	+$96	﹤0.01%	556
2023 Q4	$17K	Hold	573	–	–	﹤0.01%	445
2023 Q3	$18K	Hold	573	–	–	﹤0.01%	422
2023 Q2	$23K	Hold	573	–	–	﹤0.01%	397
2023 Q1	$23.2K	Hold	573	–	–	0.01%	386
2022 Q4	$22K	Hold	573	–	–	0.01%	394
2022 Q3	$28K	Buy	+573	New	+$31.2K	0.01%	346

Other funds holding PBW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

McIlrath & Eck's PBW Position: Q3 2025 in Review

McIlrath & Eck sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2025, closing a stake of 590 shares — an estimated $11.8K sold.

McIlrath & Eck first reported a position in PBW in Q3 2022 and held it in 12 quarters. The position peaked at $28K in Q3 2022. 134 funds tracked by Wall St. Rank hold PBW as of Q3 2025.

McIlrath & Eck reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2025 after selling out during the quarter.
McIlrath & Eck sold 590 Invesco WilderHill Clean Energy ETF shares in Q3 2025, an estimated $11.8K.
McIlrath & Eck first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2022 and held it in 12 quarters.
McIlrath & Eck's Invesco WilderHill Clean Energy ETF position peaked at $28K in Q3 2022.
134 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2025.

Based on McIlrath & Eck's 13F filing for Q3 2025, filed 22 Oct 2025.