JFG
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JDM Financial Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

JDM Financial Group’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
Q2 		– Sell
-69
Closed -$1.58K – 225
2024
Q1 		$1.58K Buy
69
+1
+1% +$24 ﹤0.01% 208
2023
Q4 		$2.02K Hold
68
– – ﹤0.01% 202
2023
Q3 		$2.13K Buy
68
+1
+1% +$38 ﹤0.01% 199
2023
Q2 		$2.7K Hold
67
– – ﹤0.01% 195
2023
Q1 		$2.7K Buy
67
+1
+2% +$42 ﹤0.01% 207
2022
Q4 		$2.53K Buy
+66
New +$2.94K ﹤0.01% 201

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JDM Financial Group's PBW Position: Q2 2024 in Review

JDM Financial Group sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2024, closing a stake of 69 shares — an estimated $1.58K sold.

JDM Financial Group first reported a position in PBW in Q4 2022 and held it in 6 quarters. The position peaked at $2.7K in Q1 2023. 136 funds tracked by Wall St. Rank hold PBW as of Q2 2024.

  • JDM Financial Group reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
  • JDM Financial Group sold 69 Invesco WilderHill Clean Energy ETF shares in Q2 2024, an estimated $1.58K.
  • JDM Financial Group first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2022 and held it in 6 quarters.
  • JDM Financial Group's Invesco WilderHill Clean Energy ETF position peaked at $2.7K in Q1 2023.
  • 136 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2024.

Based on JDM Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.