Nvest Financial’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Nvest Financial’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
2022 Q2	–	Sell	-7,140	Closed	-$465K	–	68
2022 Q1	$465K	Buy	+7,140	New	+$428K	0.38%	50

Other funds holding PBW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nvest Financial's PBW Position: Q2 2022 in Review

Nvest Financial sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2022, closing a stake of 7,140 shares — an estimated $465K sold.

Nvest Financial first reported a position in PBW in Q1 2022 and held it in 1 quarter. The position peaked at $465K in Q1 2022. 194 funds tracked by Wall St. Rank hold PBW as of Q2 2022.

Nvest Financial reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
Nvest Financial sold 7,140 Invesco WilderHill Clean Energy ETF shares in Q2 2022, an estimated $465K.
Nvest Financial first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2022 and held it in 1 quarter.
Nvest Financial's Invesco WilderHill Clean Energy ETF position peaked at $465K in Q1 2022.
194 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2022.

Based on Nvest Financial's 13F filing for Q2 2022, filed 13 Jul 2022.