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HC Financial Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

HC Financial Advisors’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 		$2K Hold
36
– – ﹤0.01% 314
2022
Q1 		$2K Hold
36
– – ﹤0.01% 295
2021
Q4 		$3K Hold
36
– – ﹤0.01% 299
2021
Q3 		$3K Hold
36
– – ﹤0.01% 291
2021
Q2 		$3K Buy
+36
New +$3.12K ﹤0.01% 307

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HC Financial Advisors's PBW Position: Q2 2022 in Review

HC Financial Advisors held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2022 at 36 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

HC Financial Advisors first reported a position in PBW in Q2 2021 and has held it in 5 quarters since. The position peaked at $3K in Q4 2021. 194 funds tracked by Wall St. Rank hold PBW as of Q2 2022.

  • HC Financial Advisors held 36 shares of Invesco WilderHill Clean Energy ETF worth $2K as of Q2 2022.
  • HC Financial Advisors left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2022.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #314 holding.
  • HC Financial Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2021 and has held it in 5 quarters since.
  • HC Financial Advisors's Invesco WilderHill Clean Energy ETF position peaked at $3K in Q4 2021.
  • 194 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.