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Financial Gravity Asset Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Financial Gravity Asset 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
2019
Q2 		– Sell
-23,149
Closed -$629K – 1553
2019
Q1 		$629K Buy
+23,149
New +$597K 0.51% 49

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Gravity Asset Management's PBW Position: Q2 2019 in Review

Financial Gravity Asset Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2019, closing a stake of 23,149 shares — an estimated $629K sold.

Financial Gravity Asset Management first reported a position in PBW in Q1 2019 and held it in 1 quarter. The position peaked at $629K in Q1 2019. 79 funds tracked by Wall St. Rank hold PBW as of Q2 2019.

  • Financial Gravity Asset Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 23,149 Invesco WilderHill Clean Energy ETF shares in Q2 2019, an estimated $629K.
  • Financial Gravity Asset Management first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2019 and held it in 1 quarter.
  • Financial Gravity Asset Management's Invesco WilderHill Clean Energy ETF position peaked at $629K in Q1 2019.
  • 79 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2019.

Based on Financial Gravity Asset Management's 13F filing for Q2 2019, filed 26 Jul 2019.