PBW

Invesco Wilderhill Clean Ene

Latest period2024 - Q4Total superinvestors12

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 12 superinvestors own shares of Invesco Wilderhill Clean Ene (PBW), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Invesco Wilderhill Clean Ene (PBW), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Invesco Wilderhill Clean Ene (PBW) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Invesco Wilderhill Clean Ene (PBW) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Faith Charles@Moller Wealth Partners
Recent Activity
Decreased -7.09%
0.18%
$680,000
33,983 shares@ 20.02 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$273,569
13,658 shares@ 20.03 avg price
Luciana Roditi@Evolution Wealth Advisors, Llc
Recent Activity
Decreased -22.64%
0.04%
$222,328
11,108 shares@ 20.02 avg price
Ryan Jacobs@Albion Financial Group Ut
Recent Activity
0.01%
$27,954
1,397 shares@ 20.02 avg price
Beth Steinhaus@Breakwater Investment Management
Recent Activity
Decreased -62.21%
0.01%
$6,624
331 shares@ 20.02 avg price
Kari Haanstad@Modus Advisors, Llc
Recent Activity
New Position
0.01%
$5,903
295 shares@ 20.02 avg price
Lisa Donnelly@Tompkins Financial Corp
Recent Activity
0.01%
$4,002
200 shares@ 20.01 avg price
John Chandler@City Holding Co
Recent Activity
0.01%
$3,000
150 shares@ 20.0 avg price
Kimberly A Geary@Bartlett & Co. Wealth Management Llc
Recent Activity
0.01%
$1,481
74 shares@ 20.02 avg price
LEONID BERLINE@Armstrong Advisory Group, Inc
Recent Activity
0.01%
$601
30 shares@ 20.04 avg price