Meridian Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Meridian Wealth Management’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
2021 Q2	–	Sell	-4,024	Closed	-$396K	–	387
2021 Q1	$396K	Sell	4,024 -1,671	-29%	-$191K	0.06%	247
2020 Q4	$588K	Buy	+5,695	New	+$461K	0.09%	171

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 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

Meridian Wealth Management's PBW Position: Q2 2021 in Review

Meridian Wealth Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2021, closing a stake of 4,024 shares — an estimated $396K sold.

Meridian Wealth Management first reported a position in PBW in Q4 2020 and held it in 2 quarters. The position peaked at $588K in Q4 2020. 260 funds tracked by Wall St. Rank hold PBW as of Q2 2021.

Meridian Wealth Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Management sold 4,024 Invesco WilderHill Clean Energy ETF shares in Q2 2021, an estimated $396K.
Meridian Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and held it in 2 quarters.
Meridian Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $588K in Q4 2020.
260 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2021.

Based on Meridian Wealth Management's 13F filing for Q2 2021, filed 22 Jul 2021.