LWA
PBW icon

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

LWS 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
2020
Q1 		– Sell
-320
Closed -$11K – 72
2019
Q4 		$11K Buy
+320
New +$9.78K 0.01% 75

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWS Wealth Advisors's PBW Position: Q1 2020 in Review

LWS Wealth Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2020, closing a stake of 320 shares — an estimated $11K sold.

LWS Wealth Advisors first reported a position in PBW in Q4 2019 and held it in 1 quarter. The position peaked at $11K in Q4 2019. 91 funds tracked by Wall St. Rank hold PBW as of Q1 2020.

  • LWS Wealth Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2020 after selling out during the quarter.
  • LWS Wealth Advisors sold 320 Invesco WilderHill Clean Energy ETF shares in Q1 2020, an estimated $11K.
  • LWS Wealth Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2019 and held it in 1 quarter.
  • LWS Wealth Advisors's Invesco WilderHill Clean Energy ETF position peaked at $11K in Q4 2019.
  • 91 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2020.

Based on LWS Wealth Advisors's 13F filing for Q1 2020, filed 4 May 2020.