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KCM Investment Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

KCM Investment 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
2022
Q2 		– Sell
-9,650
Closed -$629K – 411
2022
Q1 		$629K Sell
9,650
-6,370
-40% -$382K 0.02% 255
2021
Q4 		$1.14M Buy
16,020
+4,820
+43% +$394K 0.04% 210
2021
Q3 		$865K Buy
+11,200
New +$916K 0.03% 217

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KCM Investment Advisors's PBW Position: Q2 2022 in Review

KCM Investment Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2022, closing a stake of 9,650 shares — an estimated $629K sold.

KCM Investment Advisors first reported a position in PBW in Q3 2021 and held it in 3 quarters. The position peaked at $1.14M in Q4 2021. 194 funds tracked by Wall St. Rank hold PBW as of Q2 2022.

  • KCM Investment Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
  • KCM Investment Advisors sold 9,650 Invesco WilderHill Clean Energy ETF shares in Q2 2022, an estimated $629K.
  • KCM Investment Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2021 and held it in 3 quarters.
  • KCM Investment Advisors's Invesco WilderHill Clean Energy ETF position peaked at $1.14M in Q4 2021.
  • 194 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2022.

Based on KCM Investment Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.