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Highlander Capital Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Highlander Capital Management’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
Q3 		– Sell
-1,500
Closed -$140K – 606
2021
Q2 		$140K Hold
1,500
– – 0.07% 188
2021
Q1 		$148K Buy
+1,500
New +$171K 0.08% 165

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CS
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

Highlander Capital Management's PBW Position: Q3 2021 in Review

Highlander Capital Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2021, closing a stake of 1,500 shares — an estimated $140K sold.

Highlander Capital Management first reported a position in PBW in Q1 2021 and held it in 2 quarters. The position peaked at $148K in Q1 2021. 239 funds tracked by Wall St. Rank hold PBW as of Q3 2021.

  • Highlander Capital Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
  • Highlander Capital Management sold 1,500 Invesco WilderHill Clean Energy ETF shares in Q3 2021, an estimated $140K.
  • Highlander Capital Management first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and held it in 2 quarters.
  • Highlander Capital Management's Invesco WilderHill Clean Energy ETF position peaked at $148K in Q1 2021.
  • 239 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2021.

Based on Highlander Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.