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Berman Capital Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Berman Capital 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
2021
Q3 		$77K Buy
1,006
+4
+0.4% +$327 0.01% 518
2021
Q2 		$93K Buy
+1,002
New +$86.8K 0.01% 405

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

Berman Capital Advisors's PBW Position: Q3 2021 in Review

Berman Capital Advisors increased its Invesco WilderHill Clean Energy ETF (PBW) stake by 0.4% in Q3 2021, buying an estimated $327 and bringing the position to 1,006 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #518.

Berman Capital Advisors first reported a position in PBW in Q2 2021 and has held it in 2 quarters since. The position peaked at $93K in Q2 2021. 239 funds tracked by Wall St. Rank hold PBW as of Q3 2021.

  • Berman Capital Advisors held 1,006 shares of Invesco WilderHill Clean Energy ETF worth $77K as of Q3 2021.
  • Berman Capital Advisors bought 4 Invesco WilderHill Clean Energy ETF shares in Q3 2021, an estimated $327.
  • Invesco WilderHill Clean Energy ETF made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #518 holding.
  • Berman Capital Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2021 and has held it in 2 quarters since.
  • Berman Capital Advisors's Invesco WilderHill Clean Energy ETF position peaked at $93K in Q2 2021.
  • 239 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.