Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-260
Closed -$5.18K – 1329
2025
Q2 		$5.18K Buy
+260
New +$4.47K ﹤0.01% 1232

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Goldman Sachs
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Allianz
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Raymond James Financial
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
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Tidal Investments
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Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mount Yale Investment Advisors's PBW Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2025, closing a stake of 260 shares — an estimated $5.18K sold.

Mount Yale Investment Advisors first reported a position in PBW in Q2 2025 and held it in 1 quarter. The position peaked at $5.18K in Q2 2025. 134 funds tracked by Wall St. Rank hold PBW as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 260 Invesco WilderHill Clean Energy ETF shares in Q3 2025, an estimated $5.18K.
  • Mount Yale Investment Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Invesco WilderHill Clean Energy ETF position peaked at $5.18K in Q2 2025.
  • 134 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.