American State Bank (Iowa)’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

American State Bank (Iowa)’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
2024 Q1	–	Sell	-120	Closed	-$3.57K	–	256
2023 Q4	$3.57K	Hold	120	–	–	﹤0.01%	312
2023 Q3	$3.77K	Hold	120	–	–	﹤0.01%	300
2023 Q2	$4.81K	Hold	120	–	–	﹤0.01%	292
2023 Q1	$4.85K	Hold	120	–	–	﹤0.01%	293
2022 Q4	$4.6K	Hold	120	–	–	﹤0.01%	294
2022 Q3	$5.78K	Buy	120 +35	+41%	+$1.91K	0.01%	278
2022 Q2	$3.88K	Hold	85	–	–	﹤0.01%	287
2022 Q1	$5.54K	Buy	85 +35	+70%	+$2.1K	﹤0.01%	276
2021 Q4	$3.57K	Buy	50 +10	+25%	+$818	﹤0.01%	278
2021 Q3	$3.09K	Hold	40	–	–	﹤0.01%	284
2021 Q2	$3.73K	Buy	+40	New	+$3.46K	﹤0.01%	280

Other funds holding PBW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

American State Bank (Iowa)'s PBW Position: Q1 2024 in Review

American State Bank (Iowa) sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2024, closing a stake of 120 shares — an estimated $3.57K sold.

American State Bank (Iowa) first reported a position in PBW in Q2 2021 and held it in 11 quarters. The position peaked at $5.78K in Q3 2022. 146 funds tracked by Wall St. Rank hold PBW as of Q1 2024.

American State Bank (Iowa) reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
American State Bank (Iowa) sold 120 Invesco WilderHill Clean Energy ETF shares in Q1 2024, an estimated $3.57K.
American State Bank (Iowa) first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2021 and held it in 11 quarters.
American State Bank (Iowa)'s Invesco WilderHill Clean Energy ETF position peaked at $5.78K in Q3 2022.
146 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2024.

Based on American State Bank (Iowa)'s 13F filing for Q1 2024, filed 14 Apr 2026.