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Stonebridge Financial Group (Pennsylvania)’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-366
Closed -$5.76K – 718
2025
Q1 		$5.76K Buy
+366
New +$6.86K ﹤0.01% 685

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A
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Goldman Sachs
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Raymond James Financial
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Susquehanna International Group
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Envestnet Portfolio Solutions
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UBS Group
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TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s PBW Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2025, closing a stake of 366 shares — an estimated $5.76K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in PBW in Q1 2025 and held it in 1 quarter. The position peaked at $5.76K in Q1 2025. 114 funds tracked by Wall St. Rank hold PBW as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 366 Invesco WilderHill Clean Energy ETF shares in Q2 2025, an estimated $5.76K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Invesco WilderHill Clean Energy ETF position peaked at $5.76K in Q1 2025.
  • 114 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.