FCAG
PUW

First Capital Advisors Group’s Invesco WilderHill Progressive Energy ETF PUW Stock Holding History

First Capital Advisors Group’s Portfolio PUW Stock Details PUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,900
Closed -$48K – 871
2018
Q1 		$48K Buy
+1,900
New +$50.1K 0.03% 277

Other funds holding PUW

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $552M AUM 26% 1-Year Est. Return
GFP
Gryphon Financial Partners Columbus, Ohio $976M AUM 23.05% 1-Year Est. Return

First Capital Advisors Group's PUW Position: Q2 2018 in Review

First Capital Advisors Group sold out of Invesco WilderHill Progressive Energy ETF (PUW) in Q2 2018, closing a stake of 1,900 shares — an estimated $48K sold.

First Capital Advisors Group first reported a position in PUW in Q1 2018 and held it in 1 quarter. The position peaked at $48K in Q1 2018. 17 funds tracked by Wall St. Rank hold PUW as of Q2 2018.

  • First Capital Advisors Group reported no remaining Invesco WilderHill Progressive Energy ETF position as of Q2 2018 after selling out during the quarter.
  • First Capital Advisors Group sold 1,900 Invesco WilderHill Progressive Energy ETF shares in Q2 2018, an estimated $48K.
  • First Capital Advisors Group first reported a position in Invesco WilderHill Progressive Energy ETF in Q1 2018 and held it in 1 quarter.
  • First Capital Advisors Group's Invesco WilderHill Progressive Energy ETF position peaked at $48K in Q1 2018.
  • 17 funds tracked by Wall St. Rank held Invesco WilderHill Progressive Energy ETF as of Q2 2018.

Based on First Capital Advisors Group's 13F filing for Q2 2018, filed 30 Jul 2018.