Money Concepts Capital’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-212	Closed	-$8.13K	–	2157
2022 Q4	$8.13K	Buy	+212	New	+$9.43K	﹤0.01%	2116
2022 Q3	–	Sell	-3	Closed	–	–	1637
2022 Q2	$0	Sell	3 -215	-99%	-$11.3K	﹤0.01%	2266
2022 Q1	$14K	Sell	218 -422	-66%	-$25.3K	﹤0.01%	1784
2021 Q4	$46K	Buy	+640	New	+$52.3K	﹤0.01%	604
2021 Q1	$284K	Buy	+2,886	New	+$330K	0.02%	422

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

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

HIIFS

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

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

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Money Concepts Capital's PBW Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2023, closing a stake of 212 shares — an estimated $8.13K sold.

Money Concepts Capital first reported a position in PBW in Q1 2021 and held it in 5 quarters. The position peaked at $284K in Q1 2021. 175 funds tracked by Wall St. Rank hold PBW as of Q1 2023.

Money Concepts Capital reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 212 Invesco WilderHill Clean Energy ETF shares in Q1 2023, an estimated $8.13K.
Money Concepts Capital first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and held it in 5 quarters.
Money Concepts Capital's Invesco WilderHill Clean Energy ETF position peaked at $284K in Q1 2021.
175 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.