Clarus Wealth Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Clarus Wealth 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
2019 Q3	–	Sell	-208	Closed	-$6K	–	432
2019 Q2	$6K	Hold	208	–	–	﹤0.01%	476
2019 Q1	$6K	Hold	208	–	–	﹤0.01%	560
2018 Q4	$4K	Buy	208 +1	+0.5%	+$23	0.01%	603
2018 Q3	$5K	Buy	207 +2	+1%	+$51	﹤0.01%	613
2018 Q2	$5K	Buy	+205	New	+$5.23K	﹤0.01%	623

Other funds holding PBW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ZIG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Clarus Wealth Advisors's PBW Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2019, closing a stake of 208 shares — an estimated $6K sold.

Clarus Wealth Advisors first reported a position in PBW in Q2 2018 and held it in 5 quarters. The position peaked at $6K in Q2 2019. 73 funds tracked by Wall St. Rank hold PBW as of Q3 2019.

Clarus Wealth Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 208 Invesco WilderHill Clean Energy ETF shares in Q3 2019, an estimated $6K.
Clarus Wealth Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2018 and held it in 5 quarters.
Clarus Wealth Advisors's Invesco WilderHill Clean Energy ETF position peaked at $6K in Q2 2019.
73 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.