Clean Yield Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Clean Yield Group’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	-46	Closed	-$1.86K	–	428
2023 Q1	$1.86K	Buy	+46	New	+$1.94K	﹤0.01%	387
2020 Q3	–	Sell	-140	Closed	-$7.28K	–	377
2020 Q2	$6K	Buy	+140	New	+$4.66K	﹤0.01%	315
2019 Q2	–	Sell	-76	Closed	-$2K	–	355
2019 Q1	$2K	Hold	76	–	–	﹤0.01%	304
2018 Q4	$2K	Buy	+76	New	+$1.76K	﹤0.01%	290
2017 Q2	–	Sell	-60	Closed	-$1K	–	229
2017 Q1	$1K	Buy	+60	New	+$1.16K	﹤0.01%	293
2016 Q4	–	Sell	-60	Closed	-$1K	–	237
2016 Q3	$1K	Hold	60	–	–	﹤0.01%	313
2016 Q2	$1K	Buy	+60	New	+$1.17K	﹤0.01%	293
2013 Q4	–	Sell	-3,327	Closed	-$106K	–	114
2013 Q3	$106K	Sell	3,327 -121	-4%	-$3.5K	0.06%	108
2013 Q2	$93K	Buy	+3,448	New	+$85.6K	0.05%	106

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

Clean Yield Group's PBW Position: Q2 2023 in Review

Clean Yield Group sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2023, closing a stake of 46 shares — an estimated $1.86K sold.

Clean Yield Group first reported a position in PBW in Q2 2013 and held it in 9 quarters. The position peaked at $106K in Q3 2013. 162 funds tracked by Wall St. Rank hold PBW as of Q2 2023.

Clean Yield Group reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
Clean Yield Group sold 46 Invesco WilderHill Clean Energy ETF shares in Q2 2023, an estimated $1.86K.
Clean Yield Group first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2013 and held it in 9 quarters.
Clean Yield Group's Invesco WilderHill Clean Energy ETF position peaked at $106K in Q3 2013.
162 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2023.

Based on Clean Yield Group's 13F filing for Q2 2023, filed 26 Jul 2023.