Dixon Hughes Goodman Wealth Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Dixon Hughes Goodman 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
2022 Q1	$1K	Buy	+8	New	+$479	﹤0.01%	813

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

ZIG

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

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

RJA

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

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

Dixon Hughes Goodman Wealth Advisors's PBW Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q1 2022: 8 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #813 among its holdings.

219 funds tracked by Wall St. Rank hold PBW as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 8 shares of Invesco WilderHill Clean Energy ETF worth $1K as of Q1 2022.
Invesco WilderHill Clean Energy ETF was a new Dixon Hughes Goodman Wealth Advisors position in Q1 2022.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #813 holding.
219 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.