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PBWPBW
12 quarters

Position history for Envestnet Portfolio Solutions, Inc.Envestnet Portfolio Solutions, Inc.'s holdings in INVESCO EXCHANGE TRADED FD T

Envestnet Portfolio Solutions, Inc. holds 62,676 shares of PBW (INVESCO EXCHANGE TRADED FD T), worth $2.4M as of 2026-Q2. The position was decreased (-3.0% shares). PBW represents 0.0% of Envestnet Portfolio Solutions, Inc.'s portfolio.

Current Value

$2.4M

Current Shares

62,676

Total Value Change

+$797,745

Total Shares Change

+10,266

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
62,676
-3.0%
$2.4M0.0%$39.01
0
2026-Q1
Decreased
64,608
-0.9%
$2M0.0%$31.69
0
2025-Q4
Decreased
65,208
-7.1%
$2M0.0%$31.07
0
2025-Q3
Decreased
70,223
-0.4%
$2M0.0%$28.83
0
2025-Q2
Decreased
70,530
-15.4%
$1.4M0.0%$19.62
0
2025-Q1
Increased
83,340
+4.9%
$1.3M0.0%$15.88
27
2024-Q4
Increased
79,421
+10.3%
$1.6M0.0%$20.32
28
2024-Q3
Decreased
72,015
-29.6%
$1.4M0.0%$19.73
0
2024-Q2
Increased
102,365
+1.1%
$2.1M0.0%$19.70
26
2024-Q1
Increased
101,234
+22.3%
$2.3M0.0%$22.38
31
2023-Q4
Increased
82,793
+58.0%
$2.5M0.0%$28.65
37
2023-Q3
New
52,410
-
$1.6M0.0%$30.11
36

Other major holders of PBW: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, MORGAN STANLEY

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