JWCA
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J.W. Cole Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

J.W. Cole Advisors’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
Q1 		– Sell
-4,214
Closed -$436K – 691
2020
Q4 		$436K Buy
+4,214
New +$341K 0.05% 378

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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

J.W. Cole Advisors's PBW Position: Q1 2021 in Review

J.W. Cole Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2021, closing a stake of 4,214 shares — an estimated $436K sold.

J.W. Cole Advisors first reported a position in PBW in Q4 2020 and held it in 1 quarter. The position peaked at $436K in Q4 2020. 259 funds tracked by Wall St. Rank hold PBW as of Q1 2021.

  • J.W. Cole Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2021 after selling out during the quarter.
  • J.W. Cole Advisors sold 4,214 Invesco WilderHill Clean Energy ETF shares in Q1 2021, an estimated $436K.
  • J.W. Cole Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and held it in 1 quarter.
  • J.W. Cole Advisors's Invesco WilderHill Clean Energy ETF position peaked at $436K in Q4 2020.
  • 259 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2021.

Based on J.W. Cole Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.