Lenox Wealth Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	728
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	890
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	688
2021 Q2	$1K	Hold	11	–	–	﹤0.01%	677
2021 Q1	$1K	Buy	+11	New	+$1.26K	﹤0.01%	655
2020 Q1	–	Sell	-109	Closed	-$4K	–	896
2019 Q4	$4K	Buy	+109	New	+$3.33K	﹤0.01%	514

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

ZIG

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

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

RJA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lenox Wealth Advisors's PBW Position: Q1 2022 in Review

Lenox Wealth Advisors held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q1 2022 at 11 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Lenox Wealth Advisors first reported a position in PBW in Q4 2019 and has held it in 6 quarters since. The position peaked at $4K in Q4 2019. 219 funds tracked by Wall St. Rank hold PBW as of Q1 2022.

Lenox Wealth Advisors held 11 shares of Invesco WilderHill Clean Energy ETF worth $1K as of Q1 2022.
Lenox Wealth Advisors left its Invesco WilderHill Clean Energy ETF share count unchanged in Q1 2022.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #728 holding.
Lenox Wealth Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2019 and has held it in 6 quarters since.
Lenox Wealth Advisors's Invesco WilderHill Clean Energy ETF position peaked at $4K in Q4 2019.
219 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.