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Laidlaw Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Laidlaw Wealth 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
2024
Q1 		– Sell
-10,185
Closed -$303K – 220
2023
Q4 		$303K Sell
10,185
-5,046
-33% -$139K 0.11% 184
2023
Q3 		$479K Sell
15,231
-1,849
-11% -$69.9K 0.16% 153
2023
Q2 		$685K Buy
17,080
+2,825
+20% +$105K 0.13% 161
2023
Q1 		$576K Buy
14,255
+1,782
+14% +$75K 0.12% 189
2022
Q4 		$478K Buy
+12,473
New +$555K 0.1% 199

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laidlaw Wealth Management's PBW Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2024, closing a stake of 10,185 shares — an estimated $303K sold.

Laidlaw Wealth Management first reported a position in PBW in Q4 2022 and held it in 5 quarters. The position peaked at $685K in Q2 2023. 146 funds tracked by Wall St. Rank hold PBW as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 10,185 Invesco WilderHill Clean Energy ETF shares in Q1 2024, an estimated $303K.
  • Laidlaw Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2022 and held it in 5 quarters.
  • Laidlaw Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $685K in Q2 2023.
  • 146 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.