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Disclosery

PBW INVESCO EXCHANGE TRADED FD T

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WILDERHIL CLAN (fund)

113 managers (115 13F filers) reported a position in PBW shares at 2025-06-30, 3,007,469 shares in all. 11 filers opened a position and 18 filers sold out during the quarter.

Managers
113
13F filers
115
New
11
Added
28
Reduced
28
Sold out
18
Shares held by filers
3,007,469

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY747,941$14.9M<0.01%+14,80313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/399,923$7.97M<0.01%-27,16713F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS299,315$5.96M<0.01%+154,71213F-HRTimelineGroup
Allianz SEin group Allianz SE264,068$5.26M0.12%+45,00013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC261,750$5.21M<0.01%+24,16313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC116,310$2.32M<0.01%-20,43413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding84,186$1.68M-13,317Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…73,535$1.46M<0.01%+16,17613F-HRTimelineGroup
UBS Group AGin group UBS Group AG69,598$1.39M<0.01%+35,25813F-HRTimelineGroup
Family Firm, Inc.59,559$1.19M0.29%-3,49713F-HRTimeline
LPL Financial LLC52,579$1.05M<0.01%+2,89613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA46,150$919K<0.01%+22,51613F-HR/ATimelineGroup
GTS SECURITIES LLC44,093$878K0.04%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…43,126$859K0.02%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,829$793K<0.01%+1,49313F-HR/ATimelineGroup
MOLLER WEALTH PARTNERS37,709$751K0.17%+4,46913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…34,623$749K<0.01%+9,37513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN30,909$616K<0.01%-8,07513F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC29,118$580K<0.01%+5,76913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,824$554K<0.01%+2,02013F-HRTimelineGroup
NWAM LLC25,507$510K0.03%new13F-HR/ATimeline
Wealthfront Advisers LLC24,644$491K<0.01%-3,79413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC18,329$365K<0.01%-5,15913F-HRTimelineGroup
TigerOak Management, L.L.C.18,079$360K0.12%-69613F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…17,316$345K0.07%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,595$331K<0.01%-24,78713F-HRTimeline
Cetera Investment Advisers13,880$276K<0.01%+1,14213F-HRTimeline
Tradition Wealth Management, LLC11,949$238K0.02%-68513F-HRTimeline
Prism Advisors, Inc.10,638$212K0.06%+32813F-HRTimeline
Wealthspire Advisors, LLC10,295$205K<0.01%-3,14213F-HRTimeline
CX Institutional8,935$178K0.01%-37,67713F-HR/ATimeline
EP Wealth Advisors, LLC7,217$144K<0.01%-36013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,408$128K<0.01%+3,82613F-HRTimelineGroup
MAI Capital Management5,296$106K<0.01%-1,27413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…4,400$87.6K<0.01%new13F-HRTimelineGroup
HOWE & RUSLING INC4,060$80.9K0.01%-2,23913F-HRTimeline
Steward Partners Investment Advisory, L…3,505$69.8K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,236$64.5K<0.01%-33213F-HRTimelineGroup
COMERICA BANK2,984$59.4K<0.01%+1,16313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,592$51.7K<0.01%+47713F-HR/ATimelineGroup
MOTCO2,245$51.1K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.2,087$41.6K<0.01%new13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,929$38.4K<0.01%013F-HRTimelineGroup
Allworth Financial LP1,746$34.8K<0.01%+1,60013F-HRTimeline
North Star Investment Management Corp.1,470$29.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,415$28.2K<0.01%+42513F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT1,397$27.8K<0.01%013F-HRTimeline
Tanglewood Legacy Advisors, LLC1,223$24.4K0.01%+213F-HRTimeline
Federation des caisses Desjardins du Qu…1,205$24K<0.01%-14013F-HRTimeline
HM PAYSON & CO1,004$20K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC770$15.3K<0.01%013F-HR/ATimelineGroup
IFP Advisors, Inc758$15.1K<0.01%+2113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV740$14.7K0.01%-2,01813F-HRTimeline
Physician Wealth Advisors, Inc.736$14.7K<0.01%+3713F-HRTimeline
First Horizon Advisors, Inc.712$14.2K<0.01%-8213F-HRTimeline
McIlrath & Eck, LLC590$11.8K<0.01%+113F-HRTimeline
Financial Perspectives, Inc581$11.6K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC580$11.6K<0.01%+29613F-HRTimeline
Glassman Wealth Services572$11.4K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.464$9.25K<0.01%+113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding377$7.51K+180Timeline
SOA Wealth Advisors, LLC.368$7.33K<0.01%+113F-HRTimeline
Millstone Evans Group, LLC357$7.11K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.351$6.99K<0.01%013F-HRTimeline
Breakwater Investment Management331$6.59K<0.01%013F-HRTimeline
Community Bank, N.A.323$6.43K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC314$6.25K<0.01%-4113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.311$6.2K0.01%13F-HRTimeline
Kennebec Savings Bank303$6.04K0.01%013F-HRTimeline
Activest Wealth Management300$5.98K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC260$5.18K<0.01%new13F-HR/ATimeline
Global Retirement Partners, LLC256$5.1K<0.01%13F-HRTimeline
FMR LLCin group FMR LLC225$4.47K<0.01%-91913F-HRTimelineGroup
Pacific Center for Financial Services201$4.01K<0.01%013F-HRTimeline
CENTRAL TRUST Co200$3.98K<0.01%013F-HRTimeline
NewEdge Advisors, LLC188$3.75K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB188$3.75K<0.01%-10013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…167$3.33K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.160$3.19K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.158$3.15K<0.01%-3113F-HRTimeline
S&T Bank/PA140$2.79K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp134$2.67K<0.01%013F-HRTimelineGroup
Fortis Group Advisors, LLC133$2.65K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP131$2.61K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.126$2.51K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…125$2.49K<0.01%013F-HRTimeline
WealthShield Partners, LLC124$2.47K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\114$2.27K<0.01%-3613F-HRTimelineGroup
Clearstead Advisors, LLC100$1.99K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/96$1.91K<0.01%new13F-HRTimelineGroup
Piscataqua Savings Bank71$1.41K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC66$1.31K<0.01%013F-HRTimeline
Register Financial Advisors LLC65$1.29K<0.01%013F-HRTimeline
MTM Investment Management, LLC55$1.1K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.54$1.08K<0.01%013F-HRTimeline
Asset Dedication, LLC46$917<0.01%013F-HRTimeline
New Republic Capital, LLC41$817<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT35$697<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…30$599<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC30$598<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC26$522<0.01%+613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC25$498<0.01%013F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/24$478<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC15$299<0.01%013F-HRTimeline
Financial Management Professionals, Inc.15$299<0.01%013F-HRTimeline
Bernard Wealth Management Corp.12$240<0.01%-813F-HRTimeline
Garde Capital, Inc.11$223<0.01%013F-HRTimeline
AE Wealth Management LLC10$199<0.01%-58313F-HRTimeline
NFSG Corp7$139<0.01%013F-HRTimeline
Sage Mountain Advisors LLC4$87<0.01%013F-HRTimeline
Parallel Advisors, LLC3$50<0.01%-7913F-HRTimeline
Wood Tarver Financial Group, LLC29$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.