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Tidal Investments’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Tidal Investments’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
Q4 		– Sell
-111,695
Closed -$3.23M – 2283
2025
Q3 		$3.23M Buy
+111,695
New +$2.76M 0.01% 712

Other funds holding PBW

DT
DV Trading Chicago, Illinois $3.05B AUM
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tidal Investments's PBW Position: Q4 2025 in Review

Tidal Investments sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2025, closing a stake of 111,695 shares — an estimated $3.23M sold.

Tidal Investments first reported a position in PBW in Q3 2025 and held it in 1 quarter. The position peaked at $3.23M in Q3 2025. 152 funds tracked by Wall St. Rank hold PBW as of Q4 2025.

  • Tidal Investments reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Tidal Investments sold 111,695 Invesco WilderHill Clean Energy ETF shares in Q4 2025, an estimated $3.23M.
  • Tidal Investments first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2025 and held it in 1 quarter.
  • Tidal Investments's Invesco WilderHill Clean Energy ETF position peaked at $3.23M in Q3 2025.
  • 152 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2025.

Based on Tidal Investments's 13F filing for Q4 2025, filed 13 Feb 2026.