Enterprise Trust & Investment’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Enterprise Trust & Investment’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 Q2	$17K	Buy	+370	New	+$19.4K	0.01%	185

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Enterprise Trust & Investment's PBW Position: Q2 2022 in Review

Enterprise Trust & Investment opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q2 2022: 370 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #185 among its holdings.

194 funds tracked by Wall St. Rank hold PBW as of Q2 2022.

Enterprise Trust & Investment held 370 shares of Invesco WilderHill Clean Energy ETF worth $17K as of Q2 2022.
Invesco WilderHill Clean Energy ETF was a new Enterprise Trust & Investment position in Q2 2022.
Invesco WilderHill Clean Energy ETF made up 0.01% of Enterprise Trust & Investment's portfolio in Q2 2022, its #185 holding.
194 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2022.

Based on Enterprise Trust & Investment's 13F filing for Q2 2022, filed 22 Jul 2022.