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My Personal CFO LLC’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

My Personal CFO LLC’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
-374
Closed -$14.3K – 602
2022
Q4 		$14.3K Buy
+374
New +$16.6K 0.01% 226

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
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
CS
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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

My Personal CFO LLC's PBW Position: Q1 2023 in Review

My Personal CFO LLC sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2023, closing a stake of 374 shares — an estimated $14.3K sold.

My Personal CFO LLC first reported a position in PBW in Q4 2022 and held it in 1 quarter. The position peaked at $14.3K in Q4 2022. 175 funds tracked by Wall St. Rank hold PBW as of Q1 2023.

  • My Personal CFO LLC reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 374 Invesco WilderHill Clean Energy ETF shares in Q1 2023, an estimated $14.3K.
  • My Personal CFO LLC first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Invesco WilderHill Clean Energy ETF position peaked at $14.3K in Q4 2022.
  • 175 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.