Appleton Group
PBW icon

Appleton Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Appleton Group’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
Q4 		– Sell
-5,051
Closed -$243K – 46
2022
Q3 		$243K Buy
+5,051
New +$275K 0.69% 22
2022
Q2 		– Sell
-4,614
Closed -$301K – 39
2022
Q1 		$301K Buy
+4,614
New +$277K 0.42% 32

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Zurich Insurance Group
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Appleton Group's PBW Position: Q4 2022 in Review

Appleton Group sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2022, closing a stake of 5,051 shares — an estimated $243K sold.

Appleton Group first reported a position in PBW in Q1 2022 and held it in 2 quarters. The position peaked at $301K in Q1 2022. 188 funds tracked by Wall St. Rank hold PBW as of Q4 2022.

  • Appleton Group reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
  • Appleton Group sold 5,051 Invesco WilderHill Clean Energy ETF shares in Q4 2022, an estimated $243K.
  • Appleton Group first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2022 and held it in 2 quarters.
  • Appleton Group's Invesco WilderHill Clean Energy ETF position peaked at $301K in Q1 2022.
  • 188 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2022.

Based on Appleton Group's 13F filing for Q4 2022, filed 2 Feb 2023.