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SouthState Corp’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

SouthState Corp’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
Q3 		– Sell
-134
Closed -$2.67K – 1536
2025
Q2 		$2.67K Hold
134
– – ﹤0.01% 1039
2025
Q1 		$2.11K Buy
+134
New +$2.51K ﹤0.01% 1181

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SouthState Corp's PBW Position: Q3 2025 in Review

SouthState Corp sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2025, closing a stake of 134 shares — an estimated $2.67K sold.

SouthState Corp first reported a position in PBW in Q1 2025 and held it in 2 quarters. The position peaked at $2.67K in Q2 2025. 134 funds tracked by Wall St. Rank hold PBW as of Q3 2025.

  • SouthState Corp reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2025 after selling out during the quarter.
  • SouthState Corp sold 134 Invesco WilderHill Clean Energy ETF shares in Q3 2025, an estimated $2.67K.
  • SouthState Corp first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2025 and held it in 2 quarters.
  • SouthState Corp's Invesco WilderHill Clean Energy ETF position peaked at $2.67K in Q2 2025.
  • 134 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2025.

Based on SouthState Corp's 13F filing for Q3 2025, filed 5 Nov 2025.