Avidian Wealth Enterprises’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Avidian Wealth Enterprises’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 Q1	–	Sell	-3,084	Closed	-$220K	–	555
2021 Q4	$220K	Buy	3,084 +24	+0.8%	+$1.96K	0.01%	477
2021 Q3	$236K	Buy	3,060 +11	+0.4%	+$899	0.02%	334
2021 Q2	$284K	Buy	3,049 +8	+0.3%	+$693	0.02%	318
2021 Q1	$299K	Buy	+3,041	New	+$348K	0.03%	287

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avidian Wealth Enterprises's PBW Position: Q1 2022 in Review

Avidian Wealth Enterprises sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2022, closing a stake of 3,084 shares — an estimated $220K sold.

Avidian Wealth Enterprises first reported a position in PBW in Q1 2021 and held it in 4 quarters. The position peaked at $299K in Q1 2021. 219 funds tracked by Wall St. Rank hold PBW as of Q1 2022.

Avidian Wealth Enterprises reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
Avidian Wealth Enterprises sold 3,084 Invesco WilderHill Clean Energy ETF shares in Q1 2022, an estimated $220K.
Avidian Wealth Enterprises first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and held it in 4 quarters.
Avidian Wealth Enterprises's Invesco WilderHill Clean Energy ETF position peaked at $299K in Q1 2021.
219 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2022, filed 10 May 2022.