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Advisornet Financial’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Advisornet Financial’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
2019
Q3 		– Sell
-82
Closed -$2K – 1927
2019
Q2 		$2K Buy
+82
New +$2.31K ﹤0.01% 1531

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisornet Financial's PBW Position: Q3 2019 in Review

Advisornet Financial sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2019, closing a stake of 82 shares — an estimated $2K sold.

Advisornet Financial first reported a position in PBW in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 73 funds tracked by Wall St. Rank hold PBW as of Q3 2019.

  • Advisornet Financial reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2019 after selling out during the quarter.
  • Advisornet Financial sold 82 Invesco WilderHill Clean Energy ETF shares in Q3 2019, an estimated $2K.
  • Advisornet Financial first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2019 and held it in 1 quarter.
  • Advisornet Financial's Invesco WilderHill Clean Energy ETF position peaked at $2K in Q2 2019.
  • 73 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2019.

Based on Advisornet Financial's 13F filing for Q3 2019, filed 23 Oct 2019.