LeJeune Puetz Investment Counsel’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

LeJeune Puetz Investment Counsel’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 Q1	$101K	Buy	+2,500	New	+$105K	0.04%	196

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

Goldman Sachs New York $871B AUM 31.28% 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 $20.6B AUM 59.59% 1-Year Est. Return

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

ZIG

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

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LeJeune Puetz Investment Counsel's PBW Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel opened a new position in Invesco WilderHill Clean Energy ETF (PBW) in Q1 2023: 2,500 shares worth $101K. The stake represents 0.04% of the portfolio and ranks #196 among its holdings.

175 funds tracked by Wall St. Rank hold PBW as of Q1 2023.

LeJeune Puetz Investment Counsel held 2,500 shares of Invesco WilderHill Clean Energy ETF worth $101K as of Q1 2023.
Invesco WilderHill Clean Energy ETF was a new LeJeune Puetz Investment Counsel position in Q1 2023.
Invesco WilderHill Clean Energy ETF made up 0.04% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #196 holding.
175 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.