Blue Bell Private Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Blue Bell Private Wealth Management’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
2023 Q1	–	Sell	-45	Closed	-$1.73K	–	694
2022 Q4	$1.73K	Sell	45 -1	-2%	-$44	﹤0.01%	579
2022 Q3	$2K	Hold	46	–	–	﹤0.01%	612
2022 Q2	$2K	Hold	46	–	–	﹤0.01%	649
2022 Q1	$3K	Hold	46	–	–	﹤0.01%	638
2021 Q4	$3K	Buy	+46	New	+$3.76K	﹤0.01%	625

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

Goldman Sachs New York $871B AUM 31.28% 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

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Blue Bell Private Wealth Management's PBW Position: Q1 2023 in Review

Blue Bell Private Wealth Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2023, closing a stake of 45 shares — an estimated $1.73K sold.

Blue Bell Private Wealth Management first reported a position in PBW in Q4 2021 and held it in 5 quarters. The position peaked at $3K in Q1 2022. 175 funds tracked by Wall St. Rank hold PBW as of Q1 2023.

Blue Bell Private Wealth Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 45 Invesco WilderHill Clean Energy ETF shares in Q1 2023, an estimated $1.73K.
Blue Bell Private Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2021 and held it in 5 quarters.
Blue Bell Private Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $3K in Q1 2022.
175 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.