Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-218
Closed -$6.85K – 371
2023
Q3 		$6.85K Buy
+218
New +$8.24K ﹤0.01% 360

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Legacy Financial Group (Iowa)'s PBW Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2023, closing a stake of 218 shares — an estimated $6.85K sold.

Legacy Financial Group (Iowa) first reported a position in PBW in Q3 2023 and held it in 1 quarter. The position peaked at $6.85K in Q3 2023. 164 funds tracked by Wall St. Rank hold PBW as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 218 Invesco WilderHill Clean Energy ETF shares in Q4 2023, an estimated $6.85K.
  • Legacy Financial Group (Iowa) first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Invesco WilderHill Clean Energy ETF position peaked at $6.85K in Q3 2023.
  • 164 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.