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Natural Investments’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Natural Investments’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
-10,645
Closed -$167K – 267
2025
Q1 		$167K Buy
10,645
+90
+0.9% +$1.69K 0.05% 237
2024
Q4 		$211K Buy
+10,555
New +$215K 0.06% 229

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
UBS Group
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

Natural Investments's PBW Position: Q2 2025 in Review

Natural Investments sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2025, closing a stake of 10,645 shares — an estimated $167K sold.

Natural Investments first reported a position in PBW in Q4 2024 and held it in 2 quarters. The position peaked at $211K in Q4 2024. 114 funds tracked by Wall St. Rank hold PBW as of Q2 2025.

  • Natural Investments reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Natural Investments sold 10,645 Invesco WilderHill Clean Energy ETF shares in Q2 2025, an estimated $167K.
  • Natural Investments first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2024 and held it in 2 quarters.
  • Natural Investments's Invesco WilderHill Clean Energy ETF position peaked at $211K in Q4 2024.
  • 114 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2025.

Based on Natural Investments's 13F filing for Q2 2025, filed 25 Jul 2025.