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Cornerstone Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Cornerstone 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
2021
Q2 		– Sell
-20,212
Closed -$1.99M – 488
2021
Q1 		$1.99M Sell
20,212
-2,453
-11% -$280K 0.24% 93
2020
Q4 		$2.34M Buy
+22,665
New +$1.84M 0.29% 74

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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

Cornerstone Wealth Management's PBW Position: Q2 2021 in Review

Cornerstone Wealth Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2021, closing a stake of 20,212 shares — an estimated $1.99M sold.

Cornerstone Wealth Management first reported a position in PBW in Q4 2020 and held it in 2 quarters. The position peaked at $2.34M in Q4 2020. 260 funds tracked by Wall St. Rank hold PBW as of Q2 2021.

  • Cornerstone Wealth Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Cornerstone Wealth Management sold 20,212 Invesco WilderHill Clean Energy ETF shares in Q2 2021, an estimated $1.99M.
  • Cornerstone Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and held it in 2 quarters.
  • Cornerstone Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $2.34M in Q4 2020.
  • 260 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2021.

Based on Cornerstone Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.