Hexagon Capital Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Hexagon Capital Partners’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
2023 Q4	–	Sell	-13	Closed	-$409	–	1480
2023 Q3	$409	Sell	13 -1	-7%	-$38	﹤0.01%	1291
2023 Q2	$562	Hold	14	–	–	﹤0.01%	1247
2023 Q1	$566	Sell	14 -20	-59%	-$842	﹤0.01%	1257
2022 Q4	$1.3K	Buy	34 +20	+143%	+$890	﹤0.01%	1162
2022 Q3	$1K	Hold	14	–	–	﹤0.01%	1235
2022 Q2	$1K	Buy	14 +13	+1,300%	+$682	﹤0.01%	1103
2022 Q1	$0	Hold	1	–	–	﹤0.01%	966
2021 Q4	$0	Sell	1 -19	-95%	-$1.55K	﹤0.01%	882
2021 Q3	$2K	Hold	20	–	–	﹤0.01%	775
2021 Q2	$2K	Buy	20 +10	+100%	+$866	﹤0.01%	737
2021 Q1	$0	Buy	+10	New	+$1.14K	﹤0.01%	775

Other funds holding PBW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Hexagon Capital Partners's PBW Position: Q4 2023 in Review

Hexagon Capital Partners sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2023, closing a stake of 13 shares — an estimated $409 sold.

Hexagon Capital Partners first reported a position in PBW in Q1 2021 and held it in 11 quarters. The position peaked at $2K in Q3 2021. 164 funds tracked by Wall St. Rank hold PBW as of Q4 2023.

Hexagon Capital Partners reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
Hexagon Capital Partners sold 13 Invesco WilderHill Clean Energy ETF shares in Q4 2023, an estimated $409.
Hexagon Capital Partners first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and held it in 11 quarters.
Hexagon Capital Partners's Invesco WilderHill Clean Energy ETF position peaked at $2K in Q3 2021.
164 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2023.

Based on Hexagon Capital Partners's 13F filing for Q4 2023, filed 5 Feb 2024.