Position history for LPL Financial LLC's holdings in INVESCO WILDERHILL
LPL Financial LLC holds 91,522 shares of PBW (INVESCO WILDERHILL), worth $2.9M as of 2026-Q1. The position was decreased (-71.4% shares). PBW represents 0.0% of LPL Financial LLC's portfolio.
Current Value
$2.9M
Current Shares
91,522
Total Value Change
+$928,371
Total Shares Change
-5,843
Other major holders of PBW: MORGAN STANLEY, AMERIPRISE FINANCIAL INC, HighTower Advisors, LLC
Decreased |
| 91,522 |
-71.4% |
| $2.9M |
| 0.0% |
| $31.69 |
0 |
| 2025-Q4 | Increased | 320,122 | +65.9% | $9.8M | 0.0% | $31.07 | 41 |
| 2025-Q3 | Increased | 192,931 | +266.9% | $5.6M | 0.0% | $28.83 | 44 |
| 2025-Q2 | Increased | 52,579 | +5.8% | $1M | 0.0% | $19.62 | 27 |
| 2025-Q1 | Decreased | 49,683 | -10.3% | $782,011 | 0.0% | $15.88 | 0 |
| 2024-Q4 | Decreased | 55,394 | -15.8% | $1.1M | 0.0% | $20.32 | 0 |
| 2024-Q3 | Decreased | 65,747 | -32.5% | $1.3M | 0.0% | $19.73 | 0 |
| 2024-Q2 | Decreased | 97,365 | -26.3% | $2M | 0.0% | $19.70 | 0 |