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

Arlington Financial Advisors’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
-170,695
Closed -$5.07M – 84
2023
Q4 		$5.07M Buy
+170,695
New +$4.71M 1.52% 20

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Arlington Financial Advisors's PBW Position: Q1 2024 in Review

Arlington Financial Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2024, closing a stake of 170,695 shares — an estimated $5.07M sold.

Arlington Financial Advisors first reported a position in PBW in Q4 2023 and held it in 1 quarter. The position peaked at $5.07M in Q4 2023. 146 funds tracked by Wall St. Rank hold PBW as of Q1 2024.

  • Arlington Financial Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Arlington Financial Advisors sold 170,695 Invesco WilderHill Clean Energy ETF shares in Q1 2024, an estimated $5.07M.
  • Arlington Financial Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2023 and held it in 1 quarter.
  • Arlington Financial Advisors's Invesco WilderHill Clean Energy ETF position peaked at $5.07M in Q4 2023.
  • 146 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2024.

Based on Arlington Financial Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.