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Paloma Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Paloma Partners’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
2021
Q2 		– Sell
-2,628
Closed -$259K – 2151
2021
Q1 		$259K Buy
+2,628
New +$300K 0.01% 1600

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
Zurich Insurance Group
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Paloma Partners's PBW Position: Q2 2021 in Review

Paloma Partners sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2021, closing a stake of 2,628 shares — an estimated $259K sold.

Paloma Partners first reported a position in PBW in Q1 2021 and held it in 1 quarter. The position peaked at $259K in Q1 2021. 260 funds tracked by Wall St. Rank hold PBW as of Q2 2021.

  • Paloma Partners reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Paloma Partners sold 2,628 Invesco WilderHill Clean Energy ETF shares in Q2 2021, an estimated $259K.
  • Paloma Partners first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and held it in 1 quarter.
  • Paloma Partners's Invesco WilderHill Clean Energy ETF position peaked at $259K in Q1 2021.
  • 260 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2021.

Based on Paloma Partners's 13F filing for Q2 2021, filed 16 Aug 2021.