Bank Hapoalim BM’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Bank Hapoalim BM’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	-63,070	Closed	-$1.45M	–	141
2024 Q1	$1.45M	Sell	63,070 -37,841	-37%	-$909K	0.19%	79
2023 Q4	$3M	Hold	100,911	–	–	0.41%	56
2023 Q3	$3.17M	Buy	+100,911	New	+$3.81M	0.51%	48

Other funds holding PBW

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $14.7B AUM 47% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

RJA

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

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

Bank Hapoalim BM's PBW Position: Q2 2024 in Review

Bank Hapoalim BM sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2024, closing a stake of 63,070 shares — an estimated $1.45M sold.

Bank Hapoalim BM first reported a position in PBW in Q3 2023 and held it in 3 quarters. The position peaked at $3.17M in Q3 2023. 136 funds tracked by Wall St. Rank hold PBW as of Q2 2024.

Bank Hapoalim BM reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
Bank Hapoalim BM sold 63,070 Invesco WilderHill Clean Energy ETF shares in Q2 2024, an estimated $1.45M.
Bank Hapoalim BM first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2023 and held it in 3 quarters.
Bank Hapoalim BM's Invesco WilderHill Clean Energy ETF position peaked at $3.17M in Q3 2023.
136 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2024.

Based on Bank Hapoalim BM's 13F filing for Q2 2024, filed 23 Jul 2024.