BRWA
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B. Riley Wealth Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

B. Riley Wealth 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
2024
Q2 		– Sell
-7,175
Closed -$226K – 1549
2024
Q1 		$226K Buy
+7,175
New +$172K 0.01% 1201
2023
Q4 		– Sell
-7,175
Closed -$226K – 1482
2023
Q3 		$226K Sell
7,175
-196
-3% -$7.41K 0.01% 1201
2023
Q2 		$296K Sell
7,371
-30
-0.4% -$1.12K 0.01% 1130
2023
Q1 		$299K Sell
7,401
-1,051
-12% -$44.2K 0.01% 1071
2022
Q4 		$324K Sell
8,452
-1,242
-13% -$55.3K 0.01% 1007
2022
Q3 		$468K Buy
9,694
+440
+5% +$24K 0.01% 785
2022
Q2 		$423K Sell
9,254
-181
-2% -$9.5K 0.02% 728
2022
Q1 		$615K Sell
9,435
-428
-4% -$25.7K 0.02% 650
2021
Q4 		$705K Sell
9,863
-165
-2% -$13.5K 0.02% 647
2021
Q3 		$775K Sell
10,028
-1,393
-12% -$114K 0.02% 608
2021
Q2 		$1.06M Sell
11,421
-6,823
-37% -$591K 0.03% 493
2021
Q1 		$1.79M Buy
18,244
+2,644
+17% +$302K 0.06% 332
2020
Q4 		$1.61M Buy
15,600
+3,726
+31% +$302K 0.09% 232
2020
Q3 		$722K Sell
11,874
-902
-7% -$46.9K 0.04% 403
2020
Q2 		$520K Sell
12,776
-2,067
-14% -$68.8K 0.03% 450
2020
Q1 		$398K Sell
14,843
-1,989
-12% -$70.3K 0.03% 458
2019
Q4 		$577K Sell
16,832
-458
-3% -$14K 0.05% 389
2019
Q3 		$505K Sell
17,290
-92
-0.5% -$2.76K 0.05% 409
2019
Q2 		$517K Buy
+17,382
New +$491K 0.06% 364
2015
Q1 		– Sell
-429
Closed -$11 – 1561
2014
Q4 		$11 Buy
+429
New +$12K ﹤0.01% 2824
2014
Q3 		– Sell
-319
Closed -$11K – 1516
2014
Q2 		$11K Buy
+319
New +$10.5K ﹤0.01% 1751

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

B. Riley Wealth Advisors's PBW Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2024, closing a stake of 7,175 shares — an estimated $226K sold.

B. Riley Wealth Advisors first reported a position in PBW in Q2 2014 and held it in 21 quarters. The position peaked at $1.79M in Q1 2021. 136 funds tracked by Wall St. Rank hold PBW as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,175 Invesco WilderHill Clean Energy ETF shares in Q2 2024, an estimated $226K.
  • B. Riley Wealth Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2014 and held it in 21 quarters.
  • B. Riley Wealth Advisors's Invesco WilderHill Clean Energy ETF position peaked at $1.79M in Q1 2021.
  • 136 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.