Houlihan Financial Resource Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Houlihan Financial Resource 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
2020 Q3	$18K	Buy	+240	New	+$12.5K	0.01%	241

Other funds holding PBW

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

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

ZIG

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

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

Houlihan Financial Resource Group's PBW Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q3 2020: 240 shares worth $18K. The stake represents 0.01% of the portfolio and ranks #241 among its holdings.

134 funds tracked by Wall St. Rank hold PBW as of Q3 2020.

Houlihan Financial Resource Group held 240 shares of Invesco WilderHill Clean Energy ETF worth $18K as of Q3 2020.
Invesco WilderHill Clean Energy ETF was a new Houlihan Financial Resource Group position in Q3 2020.
Invesco WilderHill Clean Energy ETF made up 0.01% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #241 holding.
134 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.