High Net Worth Advisory Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

High Net Worth Advisory Group’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 Q1	–	Sell	-30	Closed	-$1.15K	–	458
2022 Q4	$1.15K	Hold	30	–	–	﹤0.01%	590
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	664
2022 Q2	$1K	Sell	30 -47	-61%	-$2.47K	﹤0.01%	656
2022 Q1	$5K	Hold	77	–	–	﹤0.01%	594
2021 Q4	$5K	Buy	+77	New	+$6.3K	﹤0.01%	605

Other funds holding PBW

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

Morgan Stanley New York $1.66T AUM 25.57% 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

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

High Net Worth Advisory Group's PBW Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2023, closing a stake of 30 shares — an estimated $1.15K sold.

High Net Worth Advisory Group first reported a position in PBW in Q4 2021 and held it in 5 quarters. The position peaked at $5K in Q1 2022. 175 funds tracked by Wall St. Rank hold PBW as of Q1 2023.

High Net Worth Advisory Group reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 30 Invesco WilderHill Clean Energy ETF shares in Q1 2023, an estimated $1.15K.
High Net Worth Advisory Group first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Invesco WilderHill Clean Energy ETF position peaked at $5K in Q1 2022.
175 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.