HWA
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Heritage Wealth Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Heritage Wealth 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
2024
Q1 		– Sell
-1
Closed -$20 – 565
2023
Q4 		$20 Buy
+1
New +$28 ﹤0.01% 549

Other funds holding PBW

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Heritage Wealth Advisors's PBW Position: Q1 2024 in Review

Heritage Wealth Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2024, closing a stake of 1 share — an estimated $20 sold.

Heritage Wealth Advisors first reported a position in PBW in Q4 2023 and held it in 1 quarter. The position peaked at $20 in Q4 2023. 146 funds tracked by Wall St. Rank hold PBW as of Q1 2024.

  • Heritage Wealth Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1 Invesco WilderHill Clean Energy ETF share in Q1 2024, an estimated $20.
  • Heritage Wealth Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2023 and held it in 1 quarter.
  • Heritage Wealth Advisors's Invesco WilderHill Clean Energy ETF position peaked at $20 in Q4 2023.
  • 146 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2024.

Based on Heritage Wealth Advisors's 13F filing for Q1 2024, filed 8 May 2024.