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

Edge 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
2018 Q2	$63K	Hold	2,560	–	–	0.01%	474
2018 Q1	$64K	Hold	2,560	–	–	0.01%	482
2017 Q4	$64K	Hold	2,560	–	–	0.01%	477
2017 Q3	$60K	Hold	2,560	–	–	0.01%	468
2017 Q2	$55K	Hold	2,560	–	–	0.01%	485
2017 Q1	$51K	Hold	2,560	–	–	0.01%	510
2016 Q4	$47K	Buy	+2,560	New	+$47.7K	0.01%	476

Other funds holding PBW

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

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

JGUA

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Edge Advisors's PBW Position: Q2 2018 in Review

Edge Advisors held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2018 at 2,560 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #474.

Edge Advisors first reported a position in PBW in Q4 2016 and has held it in 7 quarters since. The position peaked at $64K in Q1 2018. 64 funds tracked by Wall St. Rank hold PBW as of Q2 2018.

Edge Advisors held 2,560 shares of Invesco WilderHill Clean Energy ETF worth $63K as of Q2 2018.
Edge Advisors left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2018.
Invesco WilderHill Clean Energy ETF made up 0.01% of Edge Advisors's portfolio in Q2 2018, its #474 holding.
Edge Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Invesco WilderHill Clean Energy ETF position peaked at $64K in Q1 2018.
64 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.