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NorthRock Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

NorthRock Partners’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
-850
Closed -$13.4K – 849
2025
Q1 		$13.4K Hold
850
– – ﹤0.01% 762
2024
Q4 		$17K Hold
850
– – ﹤0.01% 708
2024
Q3 		$17K Sell
850
-37
-4% -$737 ﹤0.01% 755
2024
Q2 		$17.9K Hold
887
– – ﹤0.01% 727
2024
Q1 		$20.4K Sell
887
-1,167
-57% -$28K ﹤0.01% 707
2023
Q4 		$61K Buy
+2,054
New +$56.7K ﹤0.01% 610
2021
Q3 		– Sell
-2,535
Closed -$236K – 289
2021
Q2 		$236K Sell
2,535
-42
-2% -$3.64K 0.02% 219
2021
Q1 		$254K Buy
+2,577
New +$295K 0.02% 194

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

NorthRock Partners's PBW Position: Q2 2025 in Review

NorthRock Partners sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2025, closing a stake of 850 shares — an estimated $13.4K sold.

NorthRock Partners first reported a position in PBW in Q1 2021 and held it in 8 quarters. The position peaked at $254K in Q1 2021. 114 funds tracked by Wall St. Rank hold PBW as of Q2 2025.

  • NorthRock Partners reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 850 Invesco WilderHill Clean Energy ETF shares in Q2 2025, an estimated $13.4K.
  • NorthRock Partners first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and held it in 8 quarters.
  • NorthRock Partners's Invesco WilderHill Clean Energy ETF position peaked at $254K in Q1 2021.
  • 114 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.