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Simplicity Solutions’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-26,074
Closed -$2.7M – 825
2020
Q4 		$2.7M Sell
26,074
-3,358
-11% -$272K 0.04% 326
2020
Q3 		$1.79M Buy
29,432
+3,634
+14% +$189K 0.03% 356
2020
Q2 		$1.05M Buy
+25,798
New +$859K 0.02% 457

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simplicity Solutions's PBW Position: Q1 2021 in Review

Simplicity Solutions sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2021, closing a stake of 26,074 shares — an estimated $2.7M sold.

Simplicity Solutions first reported a position in PBW in Q2 2020 and held it in 3 quarters. The position peaked at $2.7M in Q4 2020. 259 funds tracked by Wall St. Rank hold PBW as of Q1 2021.

  • Simplicity Solutions reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 26,074 Invesco WilderHill Clean Energy ETF shares in Q1 2021, an estimated $2.7M.
  • Simplicity Solutions first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2020 and held it in 3 quarters.
  • Simplicity Solutions's Invesco WilderHill Clean Energy ETF position peaked at $2.7M in Q4 2020.
  • 259 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.