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Onyx Bridge Wealth Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Onyx Bridge Wealth Group’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
Q1 		– Sell
-8,177
Closed -$243K – 276
2023
Q4 		$243K Sell
8,177
-945
-10% -$26.1K 0.05% 209
2023
Q3 		$287K Buy
+9,122
New +$345K 0.07% 182

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Onyx Bridge Wealth Group's PBW Position: Q1 2024 in Review

Onyx Bridge Wealth Group sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2024, closing a stake of 8,177 shares — an estimated $243K sold.

Onyx Bridge Wealth Group first reported a position in PBW in Q3 2023 and held it in 2 quarters. The position peaked at $287K in Q3 2023. 146 funds tracked by Wall St. Rank hold PBW as of Q1 2024.

  • Onyx Bridge Wealth Group reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Onyx Bridge Wealth Group sold 8,177 Invesco WilderHill Clean Energy ETF shares in Q1 2024, an estimated $243K.
  • Onyx Bridge Wealth Group first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2023 and held it in 2 quarters.
  • Onyx Bridge Wealth Group's Invesco WilderHill Clean Energy ETF position peaked at $287K in Q3 2023.
  • 146 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2024.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2024, filed 29 Apr 2024.