Aufman Associates’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Aufman Associates’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	-3,597	Closed	-$234K	–	49
2022 Q1	$234K	Hold	3,597	–	–	0.18%	43
2021 Q4	$257K	Hold	3,597	–	–	0.19%	40
2021 Q3	$278K	Sell	3,597 -93	-3%	-$7.6K	0.23%	32
2021 Q2	$344K	Sell	3,690 -2	-0.1%	-$173	0.27%	28
2021 Q1	$363K	Hold	3,692	–	–	0.3%	24
2020 Q4	$382K	Hold	3,692	–	–	0.34%	24
2020 Q3	$224K	Buy	+3,692	New	+$192K	0.24%	32

Other funds holding PBW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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 $12.7B AUM 53.57% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Aufman Associates's PBW Position: Q2 2022 in Review

Aufman Associates sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2022, closing a stake of 3,597 shares — an estimated $234K sold.

Aufman Associates first reported a position in PBW in Q3 2020 and held it in 7 quarters. The position peaked at $382K in Q4 2020. 194 funds tracked by Wall St. Rank hold PBW as of Q2 2022.

Aufman Associates reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
Aufman Associates sold 3,597 Invesco WilderHill Clean Energy ETF shares in Q2 2022, an estimated $234K.
Aufman Associates first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2020 and held it in 7 quarters.
Aufman Associates's Invesco WilderHill Clean Energy ETF position peaked at $382K in Q4 2020.
194 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2022.

Based on Aufman Associates's 13F filing for Q2 2022, filed 10 Aug 2022.