RWA
PUW

River Wealth Advisors’s Invesco WilderHill Progressive Energy ETF PUW Stock Holding History

River Wealth Advisors’s Portfolio PUW Stock Details PUW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-700
Closed -$18K – 622
2018
Q2 		$18K Buy
+700
New +$17.9K 0.01% 380

Other funds holding PUW

FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

River Wealth Advisors's PUW Position: Q3 2018 in Review

River Wealth Advisors sold out of Invesco WilderHill Progressive Energy ETF (PUW) in Q3 2018, closing a stake of 700 shares — an estimated $18K sold.

River Wealth Advisors first reported a position in PUW in Q2 2018 and held it in 1 quarter. The position peaked at $18K in Q2 2018. 18 funds tracked by Wall St. Rank hold PUW as of Q3 2018.

  • River Wealth Advisors reported no remaining Invesco WilderHill Progressive Energy ETF position as of Q3 2018 after selling out during the quarter.
  • River Wealth Advisors sold 700 Invesco WilderHill Progressive Energy ETF shares in Q3 2018, an estimated $18K.
  • River Wealth Advisors first reported a position in Invesco WilderHill Progressive Energy ETF in Q2 2018 and held it in 1 quarter.
  • River Wealth Advisors's Invesco WilderHill Progressive Energy ETF position peaked at $18K in Q2 2018.
  • 18 funds tracked by Wall St. Rank held Invesco WilderHill Progressive Energy ETF as of Q3 2018.

Based on River Wealth Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.