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Jaffetilchin Investment Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Jaffetilchin Investment Partners’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
2024
Q4 		– Sell
-313
Closed -$6.27K – 1014
2024
Q3 		$6.27K Buy
+313
New +$6.24K ﹤0.01% 993

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A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Jaffetilchin Investment Partners's PBW Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2024, closing a stake of 313 shares — an estimated $6.27K sold.

Jaffetilchin Investment Partners first reported a position in PBW in Q3 2024 and held it in 1 quarter. The position peaked at $6.27K in Q3 2024. 128 funds tracked by Wall St. Rank hold PBW as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 313 Invesco WilderHill Clean Energy ETF shares in Q4 2024, an estimated $6.27K.
  • Jaffetilchin Investment Partners first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Invesco WilderHill Clean Energy ETF position peaked at $6.27K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.