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Invictus Private Wealth’s First Trust NASDAQ Clean Edge Green Energy Index Fund QCLN Stock Holding History

Invictus Private Wealth’s Portfolio QCLN Stock Details QCLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-120,780
Closed -$6.31M – 93
2023
Q1 		$6.31M Sell
120,780
-51,849
-30% -$2.72M 0.74% 23
2022
Q4 		$8.15M Buy
+172,629
New +$9.46M 1.05% 21

Other funds holding QCLN

Morgan Stanley
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
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Invictus Private Wealth's QCLN Position: Q2 2023 in Review

Invictus Private Wealth sold out of First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) in Q2 2023, closing a stake of 120,780 shares — an estimated $6.31M sold.

Invictus Private Wealth first reported a position in QCLN in Q4 2022 and held it in 2 quarters. The position peaked at $8.15M in Q4 2022. 270 funds tracked by Wall St. Rank hold QCLN as of Q2 2023.

  • Invictus Private Wealth reported no remaining First Trust NASDAQ Clean Edge Green Energy Index Fund position as of Q2 2023 after selling out during the quarter.
  • Invictus Private Wealth sold 120,780 First Trust NASDAQ Clean Edge Green Energy Index Fund shares in Q2 2023, an estimated $6.31M.
  • Invictus Private Wealth first reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund in Q4 2022 and held it in 2 quarters.
  • Invictus Private Wealth's First Trust NASDAQ Clean Edge Green Energy Index Fund position peaked at $8.15M in Q4 2022.
  • 270 funds tracked by Wall St. Rank held First Trust NASDAQ Clean Edge Green Energy Index Fund as of Q2 2023.

Based on Invictus Private Wealth's 13F filing for Q2 2023, filed 24 Aug 2023.