Financial Advocates Investment Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Financial Advocates Investment 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
2022 Q2	–	Sell	-3,349	Closed	-$218K	–	762
2022 Q1	$218K	Sell	3,349 -7,576	-69%	-$454K	0.01%	664
2021 Q4	$261K	Buy	10,925 +489	+5%	+$40K	0.02%	664
2021 Q3	$806K	Buy	10,436 +199	+2%	+$16.3K	0.05%	364
2021 Q2	$954K	Buy	10,237 +1,494	+17%	+$129K	0.06%	328
2021 Q1	$860K	Buy	+8,743	New	+$999K	0.06%	356

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 $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $20.6B AUM 59.59% 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

Financial Advocates Investment Management's PBW Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2022, closing a stake of 3,349 shares — an estimated $218K sold.

Financial Advocates Investment Management first reported a position in PBW in Q1 2021 and held it in 5 quarters. The position peaked at $954K in Q2 2021. 194 funds tracked by Wall St. Rank hold PBW as of Q2 2022.

Financial Advocates Investment Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 3,349 Invesco WilderHill Clean Energy ETF shares in Q2 2022, an estimated $218K.
Financial Advocates Investment Management first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and held it in 5 quarters.
Financial Advocates Investment Management's Invesco WilderHill Clean Energy ETF position peaked at $954K in Q2 2021.
194 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.