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Knuff & Co’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Knuff & Co’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
Q3 		– Sell
-200
Closed -$19K – 165
2021
Q2 		$19K Buy
+200
New +$17.3K 0.01% 144

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

Knuff & Co's PBW Position: Q3 2021 in Review

Knuff & Co sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2021, closing a stake of 200 shares — an estimated $19K sold.

Knuff & Co first reported a position in PBW in Q2 2021 and held it in 1 quarter. The position peaked at $19K in Q2 2021. 239 funds tracked by Wall St. Rank hold PBW as of Q3 2021.

  • Knuff & Co reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
  • Knuff & Co sold 200 Invesco WilderHill Clean Energy ETF shares in Q3 2021, an estimated $19K.
  • Knuff & Co first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2021 and held it in 1 quarter.
  • Knuff & Co's Invesco WilderHill Clean Energy ETF position peaked at $19K in Q2 2021.
  • 239 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2021.

Based on Knuff & Co's 13F filing for Q3 2021, filed 16 Nov 2021.