Platt Investment Counsel’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Platt Investment Counsel’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 Q1	–	Sell	-74,234	Closed	-$5.3M	–	15
2021 Q4	$5.3M	Buy	74,234 +3,523	+5%	+$288K	4.52%	7
2021 Q3	$5.46M	Buy	70,711 +588	+0.8%	+$48.1K	4.85%	7
2021 Q2	$6.54M	Sell	70,123 -2,269	-3%	-$196K	5.62%	7
2021 Q1	$7.12M	Buy	72,392 +632	+0.9%	+$72.2K	6.37%	7
2020 Q4	$7.42M	Buy	+71,760	New	+$5.81M	7.03%	7

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

ZIG

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Platt Investment Counsel's PBW Position: Q1 2022 in Review

Platt Investment Counsel sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2022, closing a stake of 74,234 shares — an estimated $5.3M sold.

Platt Investment Counsel first reported a position in PBW in Q4 2020 and held it in 5 quarters. The position peaked at $7.42M in Q4 2020. 219 funds tracked by Wall St. Rank hold PBW as of Q1 2022.

Platt Investment Counsel reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
Platt Investment Counsel sold 74,234 Invesco WilderHill Clean Energy ETF shares in Q1 2022, an estimated $5.3M.
Platt Investment Counsel first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and held it in 5 quarters.
Platt Investment Counsel's Invesco WilderHill Clean Energy ETF position peaked at $7.42M in Q4 2020.
219 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2022.

Based on Platt Investment Counsel's 13F filing for Q1 2022, filed 18 Apr 2022.