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Mather Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Mather Group’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
Q2 		– Sell
-205
Closed -$6.09K – 2257
2024
Q1 		$6.09K Buy
+205
New +$4.93K ﹤0.01% 1314

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group's PBW Position: Q2 2024 in Review

Mather Group sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2024, closing a stake of 205 shares — an estimated $6.09K sold.

Mather Group first reported a position in PBW in Q1 2024 and held it in 1 quarter. The position peaked at $6.09K in Q1 2024. 136 funds tracked by Wall St. Rank hold PBW as of Q2 2024.

  • Mather Group reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Mather Group sold 205 Invesco WilderHill Clean Energy ETF shares in Q2 2024, an estimated $6.09K.
  • Mather Group first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2024 and held it in 1 quarter.
  • Mather Group's Invesco WilderHill Clean Energy ETF position peaked at $6.09K in Q1 2024.
  • 136 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2024.

Based on Mather Group's 13F filing for Q2 2024, filed 9 Jul 2024.