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Scarborough Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Scarborough Advisors’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
2024
Q3 		– Sell
-188
Closed -$3.78K – 347
2024
Q2 		$3.78K Buy
188
+1
+0.5% +$22 ﹤0.01% 280
2024
Q1 		$4.3K Buy
187
+2
+1% +$48 ﹤0.01% 265
2023
Q4 		$5.51K Buy
+185
New +$5.11K ﹤0.01% 469

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $824M AUM 78.19% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Scarborough Advisors's PBW Position: Q3 2024 in Review

Scarborough Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2024, closing a stake of 188 shares — an estimated $3.78K sold.

Scarborough Advisors first reported a position in PBW in Q4 2023 and held it in 3 quarters. The position peaked at $5.51K in Q4 2023. 125 funds tracked by Wall St. Rank hold PBW as of Q3 2024.

  • Scarborough Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Scarborough Advisors sold 188 Invesco WilderHill Clean Energy ETF shares in Q3 2024, an estimated $3.78K.
  • Scarborough Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2023 and held it in 3 quarters.
  • Scarborough Advisors's Invesco WilderHill Clean Energy ETF position peaked at $5.51K in Q4 2023.
  • 125 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2024.

Based on Scarborough Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.