JWS
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Juncture Wealth Strategies’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Juncture Wealth Strategies’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
Q2 		– Sell
-9,457
Closed -$891K – 118
2021
Q1 		$891K Buy
+9,457
New +$1.08M 0.56% 44

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Juncture Wealth Strategies's PBW Position: Q2 2021 in Review

Juncture Wealth Strategies sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2021, closing a stake of 9,457 shares — an estimated $891K sold.

Juncture Wealth Strategies first reported a position in PBW in Q1 2021 and held it in 1 quarter. The position peaked at $891K in Q1 2021. 260 funds tracked by Wall St. Rank hold PBW as of Q2 2021.

  • Juncture Wealth Strategies reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Juncture Wealth Strategies sold 9,457 Invesco WilderHill Clean Energy ETF shares in Q2 2021, an estimated $891K.
  • Juncture Wealth Strategies first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and held it in 1 quarter.
  • Juncture Wealth Strategies's Invesco WilderHill Clean Energy ETF position peaked at $891K in Q1 2021.
  • 260 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2021.

Based on Juncture Wealth Strategies's 13F filing for Q2 2021, filed 13 Aug 2021.