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

Other funds holding PBW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arax Advisory Partners's PBW Position: Q2 2022 in Review

Arax Advisory Partners sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2022, closing a stake of 152 shares — an estimated $10K sold.

Arax Advisory Partners first reported a position in PBW in Q4 2020 and held it in 5 quarters. The position peaked at $16K in Q4 2020. 194 funds tracked by Wall St. Rank hold PBW as of Q2 2022.

Arax Advisory Partners reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
Arax Advisory Partners sold 152 Invesco WilderHill Clean Energy ETF shares in Q2 2022, an estimated $10K.
Arax Advisory Partners first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and held it in 5 quarters.
Arax Advisory Partners's Invesco WilderHill Clean Energy ETF position peaked at $16K in Q4 2020.
194 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2022.

Based on Arax Advisory Partners's 13F filing for Q2 2022, filed 22 Aug 2022.