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Salem Investment Counselors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Salem Investment Counselors’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
Q3 		– Sell
-135
Closed -$6K – 1100
2022
Q2 		$6K Buy
+135
New +$7.09K ﹤0.01% 867

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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 $20.6B AUM 59.59% 1-Year Est. Return
Goldman Sachs
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Salem Investment Counselors's PBW Position: Q3 2022 in Review

Salem Investment Counselors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2022, closing a stake of 135 shares — an estimated $6K sold.

Salem Investment Counselors first reported a position in PBW in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 193 funds tracked by Wall St. Rank hold PBW as of Q3 2022.

  • Salem Investment Counselors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2022 after selling out during the quarter.
  • Salem Investment Counselors sold 135 Invesco WilderHill Clean Energy ETF shares in Q3 2022, an estimated $6K.
  • Salem Investment Counselors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2022 and held it in 1 quarter.
  • Salem Investment Counselors's Invesco WilderHill Clean Energy ETF position peaked at $6K in Q2 2022.
  • 193 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2022.

Based on Salem Investment Counselors's 13F filing for Q3 2022, filed 9 Nov 2022.