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Disclosery

PBW INVESCO EXCHANGE TRADED FD T

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WILDERHIL CLAN (fund)

119 managers (120 13F filers) reported a position in PBW shares at 2025-03-31, 3,024,221 shares in all. 12 filers opened a position and 19 filers sold out during the quarter.

Managers
119
13F filers
120
New
12
Added
23
Reduced
27
Sold out
19
Shares held by filers
3,024,221

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY733,138$11.5M<0.01%-154,55613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/427,090$6.72M<0.01%+241,07013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC237,587$3.74M<0.01%+48,04313F-HR/ATimelineGroup
Allianz SEin group Allianz SE219,068$3.45M0.09%013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd164,576$2.59M0.06%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS144,603$2.28M<0.01%+103,52113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC136,744$2.15M<0.01%+1,33013F-HRTimelineGroup
JOHN G ULLMAN & ASSOCIATES INC116,869$1.84M0.28%-8,93113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding97,503$1.53M+1,856Timeline
Family Firm, Inc.63,056$993K0.22%+28213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…57,359$903K<0.01%-44,55813F-HRTimelineGroup
LPL Financial LLC49,683$782K<0.01%-5,71113F-HRTimeline
CX Institutional46,612$734K0.03%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,382$651K<0.01%+2,17913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN38,984$614K<0.01%+2,17113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,336$603K<0.01%-3,56013F-HRTimelineGroup
UBS Group AGin group UBS Group AG34,340$541K<0.01%+9,65113F-HRTimelineGroup
MOLLER WEALTH PARTNERS33,240$523K0.13%-74313F-HRTimeline
Wealthfront Advisers LLC28,438$448K<0.01%+5,20613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,804$406K<0.01%-18,54213F-HRTimelineGroup
HRT FINANCIAL LP25,397$399K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…25,248$397K<0.01%+11,27113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,634$372K<0.01%+2,95213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC23,488$370K<0.01%+1,94313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC23,349$368K<0.01%-445,41913F-HRTimelineGroup
TigerOak Management, L.L.C.18,775$296K0.11%013F-HRTimeline
Wealthspire Advisors, LLC13,437$212K<0.01%-7,80813F-HRTimeline
Cetera Investment Advisers12,738$200K<0.01%-1,62413F-HRTimeline
Tradition Wealth Management, LLC12,634$199K0.02%new13F-HRTimeline
NATURAL INVESTMENTS, LLC10,645$167K0.05%+9013F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC10,526$166K0.03%013F-HRTimeline
Prism Advisors, Inc.10,310$162K0.05%-3713F-HRTimeline
EP Wealth Advisors, LLC7,577$119K<0.01%-38013F-HRTimeline
Tidemark, LLC7,357$116K0.04%013F-HRTimeline
MAI Capital Management6,570$103K<0.01%-12113F-HRTimeline
HOWE & RUSLING INC6,299$99.1K0.01%+1,40513F-HRTimeline
LFA - Lugano Financial Advisors SA5,000$78.7K0.05%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,568$56.2K<0.01%+58613F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,505$55.2K<0.01%+1413F-HRTimeline
Continuum Advisory, LLC3,008$47.3K0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,758$43.4K0.02%-82013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,582$40.6K<0.01%new13F-HRTimelineGroup
MOTCO2,245$35.3K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,115$33.3K<0.01%+1,65313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,929$30.4K<0.01%013F-HRTimelineGroup
COMERICA BANK1,821$28.7K<0.01%-1,47913F-HRTimeline
North Star Investment Management Corp.1,470$23.1K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT1,397$22K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,345$21.2K<0.01%-72513F-HRTimeline
Tanglewood Legacy Advisors, LLC1,221$19.2K0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,144$18K<0.01%+1,00913F-HRTimelineGroup
HM PAYSON & CO1,004$15.8K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO990$15.6K<0.01%-34913F-HRTimelineGroup
NorthRock Partners, LLC850$13.4K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.794$12.5K<0.01%-53913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC770$12.1K<0.01%013F-HR/ATimelineGroup
JFS WEALTH ADVISORS, LLC759$11.9K<0.01%013F-HRTimeline
IFP Advisors, Inc737$11.6K<0.01%-3813F-HRTimeline
Physician Wealth Advisors, Inc.699$11K<0.01%013F-HRTimeline
AE Wealth Management LLC593$9.33K<0.01%-74713F-HRTimeline
McIlrath & Eck, LLC589$9.27K<0.01%013F-HRTimeline
Financial Perspectives, Inc581$9.15K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.463$7.29K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.367$5.78K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC366$5.76K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC357$5.62K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC355$5.59K<0.01%+413F-HRTimeline
1620 INVESTMENT ADVISORS, INC.351$5.53K<0.01%013F-HRTimeline
Breakwater Investment Management331$5.21K<0.01%013F-HRTimeline
Community Bank, N.A.323$5.08K<0.01%013F-HRTimeline
Kennebec Savings Bank303$4.77K0.01%013F-HRTimeline
Activest Wealth Management300$4.72K<0.01%-48013F-HRTimeline
Wilmington Savings Fund Society, FSB288$4.53K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC284$4.47K<0.01%013F-HR/ATimeline
EPG Wealth Management LLC268$4.22K<0.01%-26813F-HRTimeline
Pacific Center for Financial Services201$3.16K<0.01%013F-HRTimeline
CENTRAL TRUST Co200$3.15K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP200$3.15K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…197$3.1K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.189$2.98K<0.01%-5013F-HRTimeline
NewEdge Advisors, LLC188$2.96K<0.01%+3713F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…167$2.63K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.160$2.52K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\150$2.36K<0.01%013F-HRTimelineGroup
CITY HOLDING CO150$2.36K<0.01%013F-HRTimeline
Allworth Financial LP146$2.28K<0.01%-2813F-HRTimeline
S&T Bank/PA140$2.2K<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp134$2.11K<0.01%new13F-HRTimelineGroup
Fortis Group Advisors, LLC133$2.09K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP131$2.06K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.126$1.98K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…125$1.97K<0.01%013F-HRTimeline
WealthShield Partners, LLC124$1.95K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA117$1.84K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC100$1.57K<0.01%013F-HRTimeline
Parallel Advisors, LLC82$1.28K<0.01%+113F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC74$1.17K<0.01%013F-HRTimeline
Piscataqua Savings Bank71$1.12K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC66$1.05K<0.01%+5813F-HRTimeline
Register Financial Advisors LLC65$1.02K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC78$1K<0.01%new13F-HRTimeline
MTM Investment Management, LLC55$873<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.54$857<0.01%-2413F-HRTimeline
Asset Dedication, LLC46$725<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC44$690<0.01%013F-HRTimeline
New Republic Capital, LLC41$645<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC30$601<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT35$551<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25$500<0.01%013F-HRTimelineGroup
THURSTON, SPRINGER, MILLER, HERD & TITA…30$472<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC29$457<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC20$318<0.01%-1713F-HRTimeline
Bernard Wealth Management Corp.20$315<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC15$236<0.01%013F-HRTimeline
Financial Management Professionals, Inc.15$236<0.01%013F-HRTimeline
Garde Capital, Inc.11$176<0.01%new13F-HRTimeline
NFSG Corp7$110<0.01%013F-HRTimeline
Sage Mountain Advisors LLC4$69<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.