TF
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Tompkins Financial’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Tompkins Financial’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
-200
Closed -$3.15K – 569
2025
Q1 		$3.15K Hold
200
– – ﹤0.01% 508
2024
Q4 		$4K Hold
200
– – ﹤0.01% 471
2024
Q3 		$4.01K Buy
+200
New +$3.99K ﹤0.01% 525
2024
Q2 		– Sell
-100
Closed -$2.31K – 628
2024
Q1 		$2.31K Buy
+100
New +$2.4K ﹤0.01% 575

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Tompkins Financial's PBW Position: Q2 2025 in Review

Tompkins Financial sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2025, closing a stake of 200 shares — an estimated $3.15K sold.

Tompkins Financial first reported a position in PBW in Q1 2024 and held it in 4 quarters. The position peaked at $4.01K in Q3 2024. 114 funds tracked by Wall St. Rank hold PBW as of Q2 2025.

  • Tompkins Financial reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
  • Tompkins Financial sold 200 Invesco WilderHill Clean Energy ETF shares in Q2 2025, an estimated $3.15K.
  • Tompkins Financial first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2024 and held it in 4 quarters.
  • Tompkins Financial's Invesco WilderHill Clean Energy ETF position peaked at $4.01K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2025.

Based on Tompkins Financial's 13F filing for Q2 2025, filed 10 Jul 2025.