Sargent Bickham Lagudis’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Sargent Bickham Lagudis’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 Q4	$39.4K	Hold	1,029	–	–	﹤0.01%	484
2022 Q3	$50K	Hold	1,029	–	–	﹤0.01%	412
2022 Q2	$47K	Hold	1,029	–	–	﹤0.01%	437
2022 Q1	$67K	Buy	1,029 +700	+213%	+$42K	0.01%	398
2021 Q4	$23K	Hold	329	–	–	﹤0.01%	576
2021 Q3	$25K	Hold	329	–	–	﹤0.01%	569
2021 Q2	$31K	Hold	329	–	–	﹤0.01%	537
2021 Q1	$32K	Hold	329	–	–	﹤0.01%	515
2020 Q4	$34K	Hold	329	–	–	﹤0.01%	480
2020 Q3	$20K	Hold	329	–	–	﹤0.01%	512
2020 Q2	$13K	Hold	329	–	–	﹤0.01%	542
2020 Q1	$9K	Hold	329	–	–	﹤0.01%	572
2019 Q4	$11K	Hold	329	–	–	﹤0.01%	605
2019 Q3	$10K	Hold	329	–	–	﹤0.01%	566
2019 Q2	$10K	Hold	329	–	–	﹤0.01%	593
2019 Q1	$9K	Hold	329	–	–	﹤0.01%	629
2018 Q4	$7K	Hold	329	–	–	﹤0.01%	624
2018 Q3	$8K	Hold	329	–	–	﹤0.01%	640
2018 Q2	$8K	Hold	329	–	–	﹤0.01%	616
2018 Q1	$8K	Sell	329 -217	-40%	-$5.42K	﹤0.01%	619
2017 Q4	$14K	Sell	546 -201	-27%	-$4.95K	﹤0.01%	552
2017 Q3	$18K	Hold	747	–	–	﹤0.01%	513
2017 Q2	$16K	Sell	747 -790	-51%	-$16.4K	﹤0.01%	509
2017 Q1	$31K	Sell	1,537 -200	-12%	-$3.86K	﹤0.01%	431
2016 Q4	$32K	Sell	1,737 -489	-22%	-$9.12K	﹤0.01%	404
2016 Q3	$43	Sell	2,226 -385	-15%	-$7.44K	0.01%	372
2016 Q2	$50K	Buy	2,611 +464	+22%	+$9.05K	0.01%	337
2016 Q1	$43K	Buy	+2,147	New	+$43K	0.01%	382

Other funds holding PBW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sargent Bickham Lagudis's PBW Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q4 2022 at 1,029 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Sargent Bickham Lagudis first reported a position in PBW in Q1 2016 and has held it in 28 quarters since. The position peaked at $67K in Q1 2022. 188 funds tracked by Wall St. Rank hold PBW as of Q4 2022.

Sargent Bickham Lagudis held 1,029 shares of Invesco WilderHill Clean Energy ETF worth $39.4K as of Q4 2022.
Sargent Bickham Lagudis left its Invesco WilderHill Clean Energy ETF share count unchanged in Q4 2022.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #484 holding.
Sargent Bickham Lagudis first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2016 and has held it in 28 quarters since.
Sargent Bickham Lagudis's Invesco WilderHill Clean Energy ETF position peaked at $67K in Q1 2022.
188 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.