RBC
PBW icon

Romano Brothers & Co’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-120
Closed -$4.6K – 765
2022
Q4 		$4.6K Buy
+120
New +$5.34K ﹤0.01% 851

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Romano Brothers & Co's PBW Position: Q1 2023 in Review

Romano Brothers & Co sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2023, closing a stake of 120 shares — an estimated $4.6K sold.

Romano Brothers & Co first reported a position in PBW in Q4 2022 and held it in 1 quarter. The position peaked at $4.6K in Q4 2022. 175 funds tracked by Wall St. Rank hold PBW as of Q1 2023.

  • Romano Brothers & Co reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 120 Invesco WilderHill Clean Energy ETF shares in Q1 2023, an estimated $4.6K.
  • Romano Brothers & Co first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Invesco WilderHill Clean Energy ETF position peaked at $4.6K in Q4 2022.
  • 175 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.