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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

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Bank of America
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HIIFS
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Goldman Sachs
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A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
CS
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D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return