Ausdal Financial Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Ausdal Financial 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
2021 Q3	–	Sell	-3,016	Closed	-$281K	–	496
2021 Q2	$281K	Buy	+3,016	New	+$261K	0.04%	364
2016 Q1	–	Sell	-91	Closed	-$2K	–	791
2015 Q4	$2K	Buy	+91	New	+$2.03K	﹤0.01%	1227

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

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

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Ausdal Financial Partners's PBW Position: Q3 2021 in Review

Ausdal Financial Partners sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2021, closing a stake of 3,016 shares — an estimated $281K sold.

Ausdal Financial Partners first reported a position in PBW in Q4 2015 and held it in 2 quarters. The position peaked at $281K in Q2 2021. 239 funds tracked by Wall St. Rank hold PBW as of Q3 2021.

Ausdal Financial Partners reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
Ausdal Financial Partners sold 3,016 Invesco WilderHill Clean Energy ETF shares in Q3 2021, an estimated $281K.
Ausdal Financial Partners first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2015 and held it in 2 quarters.
Ausdal Financial Partners's Invesco WilderHill Clean Energy ETF position peaked at $281K in Q2 2021.
239 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2021.

Based on Ausdal Financial Partners's 13F filing for Q3 2021, filed 1 Nov 2021.