Meitav Investment House’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Meitav Investment House’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 Q1	–	Sell	-7,040	Closed	-$209K	–	321
2023 Q4	$209K	Hold	7,040	–	–	﹤0.01%	326
2023 Q3	$221K	Sell	7,040 -190	-3%	-$7.18K	﹤0.01%	317
2023 Q2	$290K	Hold	7,230	–	–	﹤0.01%	321
2023 Q1	$258K	Sell	7,230 -64	-0.9%	-$2.69K	﹤0.01%	330
2022 Q4	$280K	Hold	7,294	–	–	﹤0.01%	332
2022 Q3	$352K	Hold	7,294	–	–	0.01%	309
2022 Q2	$333K	Sell	7,294 -6,975	-49%	-$366K	0.01%	297
2022 Q1	$930K	Sell	14,269 -24,231	-63%	-$1.45M	0.01%	267
2021 Q4	$2.76M	Hold	38,500	–	–	0.04%	193
2021 Q3	$2.97M	Buy	38,500 +24,421	+173%	+$2M	0.05%	185
2021 Q2	$1.31M	Buy	14,079 +7,039	+100%	+$610K	0.03%	215
2021 Q1	$693	Buy	+7,040	New	+$805K	0.02%	241

Other funds holding PBW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Meitav Investment House's PBW Position: Q1 2024 in Review

Meitav Investment House sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2024, closing a stake of 7,040 shares — an estimated $209K sold.

Meitav Investment House first reported a position in PBW in Q1 2021 and held it in 12 quarters. The position peaked at $2.97M in Q3 2021. 146 funds tracked by Wall St. Rank hold PBW as of Q1 2024.

Meitav Investment House reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 7,040 Invesco WilderHill Clean Energy ETF shares in Q1 2024, an estimated $209K.
Meitav Investment House first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and held it in 12 quarters.
Meitav Investment House's Invesco WilderHill Clean Energy ETF position peaked at $2.97M in Q3 2021.
146 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.