Kings Point Capital Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Kings Point Capital Management’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 Q1	$16K	Buy	+250	New	+$15K	﹤0.01%	525
2016 Q4	–	Sell	-1,400	Closed	-$27K	–	313
2016 Q3	$27K	Hold	1,400	–	–	0.01%	233
2016 Q2	$27K	Hold	1,400	–	–	0.01%	240
2016 Q1	$28K	Hold	1,400	–	–	0.01%	232
2015 Q4	$33K	Buy	+1,400	New	+$31.2K	0.01%	254

Other funds holding PBW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kings Point Capital Management's PBW Position: Q1 2022 in Review

Kings Point Capital Management opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q1 2022: 250 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #525 among its holdings. This is a return to the name: Kings Point Capital Management previously reported a position in PBW as recently as Q3 2016.

Kings Point Capital Management first reported a position in PBW in Q4 2015 and has held it in 5 quarters since. The position peaked at $33K in Q4 2015. 219 funds tracked by Wall St. Rank hold PBW as of Q1 2022.

Kings Point Capital Management held 250 shares of Invesco WilderHill Clean Energy ETF worth $16K as of Q1 2022.
Invesco WilderHill Clean Energy ETF was a new Kings Point Capital Management position in Q1 2022.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #525 holding.
Kings Point Capital Management first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2015 and has held it in 5 quarters since.
Kings Point Capital Management's Invesco WilderHill Clean Energy ETF position peaked at $33K in Q4 2015.
219 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.