CJM Wealth Advisers’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

CJM Wealth Advisers’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 Q2	–	Sell	-5,712	Closed	-$231K	–	55
2023 Q1	$231K	Sell	5,712 -34	-0.6%	-$1.43K	0.13%	52
2022 Q4	$220K	Sell	5,746 -3,817	-40%	-$170K	0.14%	52
2022 Q3	$461K	Sell	9,563 -138	-1%	-$7.52K	0.33%	32
2022 Q2	$443K	Buy	9,701 +1,052	+12%	+$55.2K	0.31%	32
2022 Q1	$563K	Sell	8,649 -9,466	-52%	-$567K	0.39%	30
2021 Q4	$1.29M	Buy	+18,115	New	+$1.48M	0.92%	19

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

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

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

RJA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CJM Wealth Advisers's PBW Position: Q2 2023 in Review

CJM Wealth Advisers sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2023, closing a stake of 5,712 shares — an estimated $231K sold.

CJM Wealth Advisers first reported a position in PBW in Q4 2021 and held it in 6 quarters. The position peaked at $1.29M in Q4 2021. 162 funds tracked by Wall St. Rank hold PBW as of Q2 2023.

CJM Wealth Advisers reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
CJM Wealth Advisers sold 5,712 Invesco WilderHill Clean Energy ETF shares in Q2 2023, an estimated $231K.
CJM Wealth Advisers first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2021 and held it in 6 quarters.
CJM Wealth Advisers's Invesco WilderHill Clean Energy ETF position peaked at $1.29M in Q4 2021.
162 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2023.

Based on CJM Wealth Advisers's 13F filing for Q2 2023, filed 15 Sep 2023.