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

SFMG Wealth 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
2021
Q4 		– Sell
-2,808
Closed -$217K – 300
2021
Q3 		$217K Buy
+2,808
New +$230K 0.02% 228

Other funds holding PBW

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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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
SM
SG3 Management Dorado, Puerto Rico $6.45K AUM 61.81% 1-Year Est. Return

SFMG Wealth Advisors's PBW Position: Q4 2021 in Review

SFMG Wealth Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2021, closing a stake of 2,808 shares — an estimated $217K sold.

SFMG Wealth Advisors first reported a position in PBW in Q3 2021 and held it in 1 quarter. The position peaked at $217K in Q3 2021. 250 funds tracked by Wall St. Rank hold PBW as of Q4 2021.

  • SFMG Wealth Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
  • SFMG Wealth Advisors sold 2,808 Invesco WilderHill Clean Energy ETF shares in Q4 2021, an estimated $217K.
  • SFMG Wealth Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2021 and held it in 1 quarter.
  • SFMG Wealth Advisors's Invesco WilderHill Clean Energy ETF position peaked at $217K in Q3 2021.
  • 250 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2021.

Based on SFMG Wealth Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.