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Advanced Research Investment Solutions’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Advanced Research Investment Solutions’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-429
Closed -$28K – 170
2022
Q1 		$28K Buy
+429
New +$25.7K 0.01% 99

Other funds holding PBW

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advanced Research Investment Solutions's PBW Position: Q2 2022 in Review

Advanced Research Investment Solutions sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2022, closing a stake of 429 shares — an estimated $28K sold.

Advanced Research Investment Solutions first reported a position in PBW in Q1 2022 and held it in 1 quarter. The position peaked at $28K in Q1 2022. 194 funds tracked by Wall St. Rank hold PBW as of Q2 2022.

  • Advanced Research Investment Solutions reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 429 Invesco WilderHill Clean Energy ETF shares in Q2 2022, an estimated $28K.
  • Advanced Research Investment Solutions first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2022 and held it in 1 quarter.
  • Advanced Research Investment Solutions's Invesco WilderHill Clean Energy ETF position peaked at $28K in Q1 2022.
  • 194 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q2 2022, filed 3 Aug 2022.