RPCONE
PBW icon

Retirement Planning Company of New England’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Retirement Planning Company of New England’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
-79
Closed -$5K – 686
2021
Q4 		$5K Buy
+79
New +$6.46K ﹤0.01% 757

Other funds holding PBW

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
LPL Financial
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Planning Company of New England's PBW Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2022, closing a stake of 79 shares — an estimated $5K sold.

Retirement Planning Company of New England first reported a position in PBW in Q4 2021 and held it in 1 quarter. The position peaked at $5K in Q4 2021. 219 funds tracked by Wall St. Rank hold PBW as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 79 Invesco WilderHill Clean Energy ETF shares in Q1 2022, an estimated $5K.
  • Retirement Planning Company of New England first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Invesco WilderHill Clean Energy ETF position peaked at $5K in Q4 2021.
  • 219 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.