Sage Mountain Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Sage Mountain 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
2026 Q1	$140	Hold	4	–	–	﹤0.01%	281
2025 Q4	$135	Hold	4	–	–	﹤0.01%	559
2025 Q3	$127	Hold	4	–	–	﹤0.01%	547
2025 Q2	$87	Hold	4	–	–	﹤0.01%	493
2025 Q1	$69	Hold	4	–	–	﹤0.01%	492
2024 Q4	$88	Hold	4	–	–	﹤0.01%	473
2024 Q3	$87	Hold	4	–	–	﹤0.01%	485
2024 Q2	$87	Hold	4	–	–	﹤0.01%	421
2024 Q1	$99	Hold	4	–	–	﹤0.01%	408
2023 Q4	$127	Hold	4	–	–	﹤0.01%	355
2023 Q3	$133	Hold	4	–	–	﹤0.01%	363
2023 Q2	$169	Hold	4	–	–	﹤0.01%	356
2023 Q1	$169	Hold	4	–	–	﹤0.01%	333
2022 Q4	$159	Sell	4 -181	-98%	-$8.05K	﹤0.01%	293
2022 Q3	$9K	Sell	185 -367	-66%	-$20K	﹤0.01%	352
2022 Q2	$25K	Hold	552	–	–	﹤0.01%	565
2022 Q1	$36K	Buy	552 +4	+0.7%	+$240	0.01%	566
2021 Q4	$39K	Hold	548	–	–	﹤0.01%	626
2021 Q3	$42K	Buy	+548	New	+$44.8K	0.01%	528

Other funds holding PBW

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

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

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sage Mountain Advisors's PBW Position: Q1 2026 in Review

Sage Mountain Advisors held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q1 2026 at 4 shares worth $140. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Sage Mountain Advisors first reported a position in PBW in Q3 2021 and has held it in 19 quarters since. The position peaked at $42K in Q3 2021. 144 funds tracked by Wall St. Rank hold PBW as of Q1 2026.

Sage Mountain Advisors held 4 shares of Invesco WilderHill Clean Energy ETF worth $140 as of Q1 2026.
Sage Mountain Advisors left its Invesco WilderHill Clean Energy ETF share count unchanged in Q1 2026.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #281 holding.
Sage Mountain Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2021 and has held it in 19 quarters since.
Sage Mountain Advisors's Invesco WilderHill Clean Energy ETF position peaked at $42K in Q3 2021.
144 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.