WTFG
PBW icon

Wood Tarver Financial Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Wood Tarver Financial Group’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
-29
Closed – – 495
2025
Q2 		$0 Hold
29
– – ﹤0.01% 673
2025
Q1 		$457 Hold
29
– – ﹤0.01% 645
2024
Q4 		$0 Buy
+29
New +$591 ﹤0.01% 728

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wood Tarver Financial Group's PBW Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2025, closing a stake of 29 shares.

Wood Tarver Financial Group first reported a position in PBW in Q4 2024 and held it in 3 quarters. The position peaked at $457 in Q1 2025. 134 funds tracked by Wall St. Rank hold PBW as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 29 Invesco WilderHill Clean Energy ETF shares in Q3 2025.
  • Wood Tarver Financial Group first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Invesco WilderHill Clean Energy ETF position peaked at $457 in Q1 2025.
  • 134 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.