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Avantax Planning Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-250
Closed -$6K – 933
2018
Q3 		$6K Buy
+250
New +$6.35K ﹤0.01% 1042
2018
Q2 		– Sell
-250
Closed -$6K – 1108
2018
Q1 		$6K Buy
+250
New +$6.25K ﹤0.01% 1278

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Professional Planning Thousand Oaks, California $209M AUM 25.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avantax Planning Partners's PBW Position: Q4 2018 in Review

Avantax Planning Partners sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2018, closing a stake of 250 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in PBW in Q1 2018 and held it in 2 quarters. The position peaked at $6K in Q3 2018. 62 funds tracked by Wall St. Rank hold PBW as of Q4 2018.

  • Avantax Planning Partners reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 250 Invesco WilderHill Clean Energy ETF shares in Q4 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Invesco WilderHill Clean Energy ETF position peaked at $6K in Q3 2018.
  • 62 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.