Parkside Financial Bank & Trust’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Parkside Financial Bank & Trust’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 Q4	–	Sell	-404	Closed	-$19K	–	2039
2022 Q3	$19K	Sell	404 -262	-39%	-$14.3K	0.01%	819
2022 Q2	$30K	Hold	666	–	–	0.01%	693
2022 Q1	$43K	Hold	666	–	–	0.01%	585
2021 Q4	$48K	Hold	666	–	–	0.01%	542
2021 Q3	$51K	Hold	666	–	–	0.02%	492
2021 Q2	$62K	Hold	666	–	–	0.02%	448
2021 Q1	$66K	Hold	666	–	–	0.02%	410
2020 Q4	$69K	Buy	+666	New	+$54K	0.02%	385

Other funds holding PBW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Parkside Financial Bank & Trust's PBW Position: Q4 2022 in Review

Parkside Financial Bank & Trust sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2022, closing a stake of 404 shares — an estimated $19K sold.

Parkside Financial Bank & Trust first reported a position in PBW in Q4 2020 and held it in 8 quarters. The position peaked at $69K in Q4 2020. 188 funds tracked by Wall St. Rank hold PBW as of Q4 2022.

Parkside Financial Bank & Trust reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
Parkside Financial Bank & Trust sold 404 Invesco WilderHill Clean Energy ETF shares in Q4 2022, an estimated $19K.
Parkside Financial Bank & Trust first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and held it in 8 quarters.
Parkside Financial Bank & Trust's Invesco WilderHill Clean Energy ETF position peaked at $69K in Q4 2020.
188 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2022.

Based on Parkside Financial Bank & Trust's 13F filing for Q4 2022, filed 14 Feb 2023.