AAP
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Arax Advisory Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Arax Advisory Partners’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
-152
Closed -$10K – 1213
2022
Q1 		$10K Buy
152
+1
+0.7% +$60 ﹤0.01% 659
2021
Q4 		$11K Hold
151
– – ﹤0.01% 638
2021
Q3 		$12K Buy
151
+1
+0.7% +$82 ﹤0.01% 620
2021
Q2 		$14K Buy
+150
New +$13K ﹤0.01% 620
2020
Q4 		$16K Buy
+150
New +$12.2K ﹤0.01% 521

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CS
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Goldman Sachs
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HIIFS
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ZIG
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RJA
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UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return