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Smartleaf Asset Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Smartleaf Asset Management’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
-50
Closed -$1K – 2991
2024
Q3 		$1K Hold
50
– – ﹤0.01% 2656
2024
Q2 		$1.04K Hold
50
– – ﹤0.01% 2409
2024
Q1 		$1.14K Hold
50
– – ﹤0.01% 1587
2023
Q4 		$1.53K Buy
+50
New +$1.38K ﹤0.01% 999

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Smartleaf Asset Management's PBW Position: Q4 2024 in Review

Smartleaf Asset Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2024, closing a stake of 50 shares — an estimated $1K sold.

Smartleaf Asset Management first reported a position in PBW in Q4 2023 and held it in 4 quarters. The position peaked at $1.53K in Q4 2023. 128 funds tracked by Wall St. Rank hold PBW as of Q4 2024.

  • Smartleaf Asset Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 50 Invesco WilderHill Clean Energy ETF shares in Q4 2024, an estimated $1K.
  • Smartleaf Asset Management first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2023 and held it in 4 quarters.
  • Smartleaf Asset Management's Invesco WilderHill Clean Energy ETF position peaked at $1.53K in Q4 2023.
  • 128 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2024.

Based on Smartleaf Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.