Prudential Financial’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Prudential Financial’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
2024 Q4	–	Sell	-17,933	Closed	-$359K	–	2583
2024 Q3	$359K	Buy	+17,933	New	+$357K	﹤0.01%	2351
2024 Q1	–	Sell	-9,789	Closed	-$291K	–	2731
2023 Q4	$291K	Sell	9,789 -1,325	-12%	-$36.6K	﹤0.01%	2333
2023 Q3	$349K	Buy	+11,114	New	+$420K	﹤0.01%	2205
2023 Q1	–	Sell	-7,838	Closed	-$300K	–	2649
2022 Q4	$300K	Buy	+7,838	New	+$349K	﹤0.01%	2252

Other funds holding PBW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JGUA

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Prudential Financial's PBW Position: Q4 2024 in Review

Prudential Financial sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2024, closing a stake of 17,933 shares — an estimated $359K sold.

Prudential Financial first reported a position in PBW in Q4 2022 and held it in 4 quarters. The position peaked at $359K in Q3 2024. 128 funds tracked by Wall St. Rank hold PBW as of Q4 2024.

Prudential Financial reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Prudential Financial sold 17,933 Invesco WilderHill Clean Energy ETF shares in Q4 2024, an estimated $359K.
Prudential Financial first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2022 and held it in 4 quarters.
Prudential Financial's Invesco WilderHill Clean Energy ETF position peaked at $359K in Q3 2024.
128 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.