Institutional shares held 3.09 Million
1.2K calls
12.5K puts
Total value of holdings $68.8M
$26K calls
$277K puts
# of Institutions 136


Latest Institutional Activity in PBW

Top Purchases

Q2 2025
Elwood & Goetz Wealth Advisory Group, LLC Shares Held: 17.3K ($395K)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 34.6K ($789K)
Q2 2025
Moller Financial Services Shares Held: 37.7K ($860K)
Q2 2025
Mirae Asset Global Investments Co., Ltd. Shares Held: 4.4K ($100K)
Q2 2025
Truist Financial Corp Shares Held: 27.8K ($634K)

Top Sells

Q2 2025
Cx Institutional Shares Held: 8.94K ($204K)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 16.6K ($378K)
Q2 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 70.5K ($1.61M)
Q2 2025
Wealthfront Advisers LLC Shares Held: 24.6K ($562K)
Q2 2025
Townsend Asset Management Corp Shares Held: 740 ($16.9K)

About PBW

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