MG
PBW icon

Michael Gelband’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Michael Gelband’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
-9,087
Closed -$209K – 1868
2024
Q1 		$209K Buy
+9,087
New +$218K ﹤0.01% 1345
2021
Q3 		– Sell
-2,799
Closed -$261K – 2505
2021
Q2 		$261K Buy
+2,799
New +$242K ﹤0.01% 1821

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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 $445B AUM 25.58% 1-Year Est. Return

Michael Gelband's PBW Position: Q2 2024 in Review

Michael Gelband sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2024, closing a stake of 9,087 shares — an estimated $209K sold.

Michael Gelband first reported a position in PBW in Q2 2021 and held it in 2 quarters. The position peaked at $261K in Q2 2021. 136 funds tracked by Wall St. Rank hold PBW as of Q2 2024.

  • Michael Gelband reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
  • Michael Gelband sold 9,087 Invesco WilderHill Clean Energy ETF shares in Q2 2024, an estimated $209K.
  • Michael Gelband first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2021 and held it in 2 quarters.
  • Michael Gelband's Invesco WilderHill Clean Energy ETF position peaked at $261K in Q2 2021.
  • 136 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2024.

Based on ExodusPoint Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.