Creative Financial Designs’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Creative Financial Designs’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
2024 Q1	–	Sell	-60	Closed	-$1.78K	–	1714
2023 Q4	$1.78K	Hold	60	–	–	﹤0.01%	1445
2023 Q3	$1.89K	Sell	60 -44	-42%	-$1.66K	﹤0.01%	1350
2023 Q2	$4.15K	Buy	104 +61	+142%	+$2.27K	﹤0.01%	1214
2023 Q1	$1.75K	Hold	43	–	–	﹤0.01%	1269
2022 Q4	$1.64K	Buy	43 +1	+2%	+$44	﹤0.01%	1171
2022 Q3	$2K	Sell	42 -63	-60%	-$3.43K	﹤0.01%	1178
2022 Q2	$5K	Buy	105 +1	+1%	+$52	﹤0.01%	1008
2022 Q1	$7K	Hold	104	–	–	﹤0.01%	989
2021 Q4	$7K	Buy	104 +86	+478%	+$7.03K	﹤0.01%	964
2021 Q3	$1K	Hold	18	–	–	﹤0.01%	1371
2021 Q2	$2K	Hold	18	–	–	﹤0.01%	1338
2021 Q1	$2K	Buy	+18	New	+$2.06K	﹤0.01%	1227

Other funds holding PBW

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Financial Designs's PBW Position: Q1 2024 in Review

Creative Financial Designs sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2024, closing a stake of 60 shares — an estimated $1.78K sold.

Creative Financial Designs first reported a position in PBW in Q1 2021 and held it in 12 quarters. The position peaked at $7K in Q1 2022. 146 funds tracked by Wall St. Rank hold PBW as of Q1 2024.

Creative Financial Designs reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
Creative Financial Designs sold 60 Invesco WilderHill Clean Energy ETF shares in Q1 2024, an estimated $1.78K.
Creative Financial Designs first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and held it in 12 quarters.
Creative Financial Designs's Invesco WilderHill Clean Energy ETF position peaked at $7K in Q1 2022.
146 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2024.

Based on Creative Financial Designs's 13F filing for Q1 2024, filed 1 May 2024.