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Orion Portfolio Solutions’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Orion Portfolio Solutions’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
2020
Q2 		– Sell
-300
Closed -$8K – 2388
2020
Q1 		$8K Buy
+300
New +$10.6K ﹤0.01% 1162

Other funds holding PBW

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Orion Portfolio Solutions's PBW Position: Q2 2020 in Review

Orion Portfolio Solutions sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2020, closing a stake of 300 shares — an estimated $8K sold.

Orion Portfolio Solutions first reported a position in PBW in Q1 2020 and held it in 1 quarter. The position peaked at $8K in Q1 2020. 96 funds tracked by Wall St. Rank hold PBW as of Q2 2020.

  • Orion Portfolio Solutions reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 300 Invesco WilderHill Clean Energy ETF shares in Q2 2020, an estimated $8K.
  • Orion Portfolio Solutions first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2020 and held it in 1 quarter.
  • Orion Portfolio Solutions's Invesco WilderHill Clean Energy ETF position peaked at $8K in Q1 2020.
  • 96 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2020.

Based on Orion Portfolio Solutions's 13F filing for Q2 2020, filed 13 Aug 2020.