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Atlas Capital Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Atlas Capital 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
2021
Q3 		– Sell
-180
Closed -$16.8K – 966
2021
Q2 		$16.8K Hold
180
– – ﹤0.01% 672
2021
Q1 		$17.7K Hold
180
– – ﹤0.01% 619
2020
Q4 		$18.6K Buy
+180
New +$14.6K ﹤0.01% 549

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

Atlas Capital Advisors's PBW Position: Q3 2021 in Review

Atlas Capital Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2021, closing a stake of 180 shares — an estimated $16.8K sold.

Atlas Capital Advisors first reported a position in PBW in Q4 2020 and held it in 3 quarters. The position peaked at $18.6K in Q4 2020. 239 funds tracked by Wall St. Rank hold PBW as of Q3 2021.

  • Atlas Capital Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
  • Atlas Capital Advisors sold 180 Invesco WilderHill Clean Energy ETF shares in Q3 2021, an estimated $16.8K.
  • Atlas Capital Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and held it in 3 quarters.
  • Atlas Capital Advisors's Invesco WilderHill Clean Energy ETF position peaked at $18.6K in Q4 2020.
  • 239 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2021.

Based on Atlas Capital Advisors's 13F filing for Q3 2021, filed 28 Oct 2021.