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Clare Market Investments’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Clare Market Investments’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
2022
Q4 		– Sell
-10,155
Closed -$489K – 138
2022
Q3 		$489K Buy
+10,155
New +$553K 0.21% 67

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clare Market Investments's PBW Position: Q4 2022 in Review

Clare Market Investments sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2022, closing a stake of 10,155 shares — an estimated $489K sold.

Clare Market Investments first reported a position in PBW in Q3 2022 and held it in 1 quarter. The position peaked at $489K in Q3 2022. 188 funds tracked by Wall St. Rank hold PBW as of Q4 2022.

  • Clare Market Investments reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
  • Clare Market Investments sold 10,155 Invesco WilderHill Clean Energy ETF shares in Q4 2022, an estimated $489K.
  • Clare Market Investments first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2022 and held it in 1 quarter.
  • Clare Market Investments's Invesco WilderHill Clean Energy ETF position peaked at $489K in Q3 2022.
  • 188 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2022.

Based on Clare Market Investments's 13F filing for Q4 2022, filed 20 Feb 2025.