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Founders Capital Management (Texas)’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Founders Capital Management (Texas)’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
2021
Q4 		– Sell
-300
Closed -$23K – 320
2021
Q3 		$23K Hold
300
– – 0.02% 199
2021
Q2 		$28K Hold
300
– – 0.02% 170
2021
Q1 		$30K Buy
+300
New +$34.3K 0.02% 154

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CS
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ZIG
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RJA
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BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
SM
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Founders Capital Management (Texas)'s PBW Position: Q4 2021 in Review

Founders Capital Management (Texas) sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2021, closing a stake of 300 shares — an estimated $23K sold.

Founders Capital Management (Texas) first reported a position in PBW in Q1 2021 and held it in 3 quarters. The position peaked at $30K in Q1 2021. 250 funds tracked by Wall St. Rank hold PBW as of Q4 2021.

  • Founders Capital Management (Texas) reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
  • Founders Capital Management (Texas) sold 300 Invesco WilderHill Clean Energy ETF shares in Q4 2021, an estimated $23K.
  • Founders Capital Management (Texas) first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and held it in 3 quarters.
  • Founders Capital Management (Texas)'s Invesco WilderHill Clean Energy ETF position peaked at $30K in Q1 2021.
  • 250 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2021.

Based on Founders Capital Management (Texas)'s 13F filing for Q4 2021, filed 21 Jan 2022.