Institutional & Family Asset Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Institutional & Family Asset 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	-36	Closed	-$3K	–	959
2021 Q2	$3K	Hold	36	–	–	﹤0.01%	784
2021 Q1	$4K	Buy	+36	New	+$4.12K	﹤0.01%	726

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

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

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 Waltham, Massachusetts $71.6B AUM 21.08% 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

Institutional & Family Asset Management's PBW Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2021, closing a stake of 36 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in PBW in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 239 funds tracked by Wall St. Rank hold PBW as of Q3 2021.

Institutional & Family Asset Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 36 Invesco WilderHill Clean Energy ETF shares in Q3 2021, an estimated $3K.
Institutional & Family Asset Management first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and held it in 2 quarters.
Institutional & Family Asset Management's Invesco WilderHill Clean Energy ETF position peaked at $4K in Q1 2021.
239 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.