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Institute for Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Institute for Wealth 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
2020
Q1 		– Sell
-40
Closed -$1K – 586
2019
Q4 		$1K Buy
+40
New +$1.22K ﹤0.01% 677

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institute for Wealth Management's PBW Position: Q1 2020 in Review

Institute for Wealth Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2020, closing a stake of 40 shares — an estimated $1K sold.

Institute for Wealth Management first reported a position in PBW in Q4 2019 and held it in 1 quarter. The position peaked at $1K in Q4 2019. 91 funds tracked by Wall St. Rank hold PBW as of Q1 2020.

  • Institute for Wealth Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 40 Invesco WilderHill Clean Energy ETF shares in Q1 2020, an estimated $1K.
  • Institute for Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $1K in Q4 2019.
  • 91 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.