BOLTON SECURITIES CORPORATION’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

BOLTON SECURITIES CORPORATION’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 Q1	$1.64K	Buy	+104	New	+$1.95K	﹤0.01%	1752

Other funds holding PBW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allianz Munich, Germany $9.49B AUM 23.65% 1-Year Est. Return

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

John G. Ullman & Associates Corning, New York $777M AUM 47.72% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's PBW Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q1 2025: 104 shares worth $1.64K. The stake represents ﹤0.01% of the portfolio and ranks #1752 among its holdings.

120 funds tracked by Wall St. Rank hold PBW as of Q1 2025.

BOLTON SECURITIES CORPORATION held 104 shares of Invesco WilderHill Clean Energy ETF worth $1.64K as of Q1 2025.
Invesco WilderHill Clean Energy ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #1752 holding.
120 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.