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Kistler-Tiffany Companies’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Kistler-Tiffany Companies’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
2023
Q2 		$103K Sell
2,568
-93
-3% -$3.46K 0.02% 396
2023
Q1 		$108K Sell
2,661
-111
-4% -$4.67K 0.02% 337
2022
Q4 		$106K Sell
2,772
-295
-10% -$13.1K 0.02% 334
2022
Q3 		$148K Sell
3,067
-292
-9% -$15.9K 0.03% 238
2022
Q2 		$154K Buy
3,359
+332
+11% +$17.4K 0.03% 236
2022
Q1 		$197K Buy
3,027
+192
+7% +$11.5K 0.04% 223
2021
Q4 		$202K Buy
2,835
+491
+21% +$40.1K 0.04% 201
2021
Q3 		$181K Buy
2,344
+814
+53% +$66.5K 0.04% 199
2021
Q2 		$143K Buy
1,530
+859
+128% +$74.4K 0.03% 225
2021
Q1 		$66K Buy
671
+471
+236% +$53.8K 0.02% 306
2020
Q4 		$21K Buy
+200
New +$16.2K 0.01% 414
2015
Q1 		– Sell
-70
Closed -$2K – 607
2014
Q4 		$2K Hold
70
– – ﹤0.01% 542
2014
Q3 		$2K Hold
70
– – ﹤0.01% 556
2014
Q2 		$2K Hold
70
– – ﹤0.01% 532
2014
Q1 		$2K Hold
70
– – ﹤0.01% 528
2013
Q4 		$2K Hold
70
– – ﹤0.01% 534
2013
Q3 		$2K Hold
70
– – ﹤0.01% 531
2013
Q2 		$2K Buy
+70
New +$1.74K ﹤0.01% 532

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kistler-Tiffany Companies's PBW Position: Q2 2023 in Review

Kistler-Tiffany Companies reduced its Invesco WilderHill Clean Energy ETF (PBW) stake by 3.5% in Q2 2023, selling an estimated $3.46K and leaving 2,568 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #396.

Kistler-Tiffany Companies first reported a position in PBW in Q2 2013 and has held it in 18 quarters since. The position peaked at $202K in Q4 2021. 162 funds tracked by Wall St. Rank hold PBW as of Q2 2023.

  • Kistler-Tiffany Companies held 2,568 shares of Invesco WilderHill Clean Energy ETF worth $103K as of Q2 2023.
  • Kistler-Tiffany Companies sold 93 Invesco WilderHill Clean Energy ETF shares in Q2 2023, an estimated $3.46K.
  • Invesco WilderHill Clean Energy ETF made up 0.02% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #396 holding.
  • Kistler-Tiffany Companies first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2013 and has held it in 18 quarters since.
  • Kistler-Tiffany Companies's Invesco WilderHill Clean Energy ETF position peaked at $202K in Q4 2021.
  • 162 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.