Bank of America’s AdvisorShares HVAC and Industrials ETF HVAC Stock Holding History

Bank of America’s Portfolio HVAC Stock Details HVAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-600	Closed	-$18.6K	–	7154
2025 Q4	$18.6K	Hold	600	–	–	﹤0.01%	6070
2025 Q3	$18.4K	Buy	+600	New	+$18K	﹤0.01%	7082

Other funds holding HVAC

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Bank of America's HVAC Position: Q1 2026 in Review

Bank of America sold out of AdvisorShares HVAC and Industrials ETF (HVAC) in Q1 2026, closing a stake of 600 shares — an estimated $18.6K sold.

Bank of America first reported a position in HVAC in Q3 2025 and held it in 2 quarters. The position peaked at $18.6K in Q4 2025. 4 funds tracked by Wall St. Rank hold HVAC as of Q1 2026.

Bank of America reported no remaining AdvisorShares HVAC and Industrials ETF position as of Q1 2026 after selling out during the quarter.
Bank of America sold 600 AdvisorShares HVAC and Industrials ETF shares in Q1 2026, an estimated $18.6K.
Bank of America first reported a position in AdvisorShares HVAC and Industrials ETF in Q3 2025 and held it in 2 quarters.
Bank of America's AdvisorShares HVAC and Industrials ETF position peaked at $18.6K in Q4 2025.
4 funds tracked by Wall St. Rank held AdvisorShares HVAC and Industrials ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.