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Sittner & Nelson’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Sittner & Nelson’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 		– Sell
-633
Closed -$30K – 470
2022
Q3 		$30K Buy
+633
New +$34.5K 0.02% 243

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
LPL Financial
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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 $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sittner & Nelson's PBW Position: Q4 2022 in Review

Sittner & Nelson sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2022, closing a stake of 633 shares — an estimated $30K sold.

Sittner & Nelson first reported a position in PBW in Q3 2022 and held it in 1 quarter. The position peaked at $30K in Q3 2022. 188 funds tracked by Wall St. Rank hold PBW as of Q4 2022.

  • Sittner & Nelson reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
  • Sittner & Nelson sold 633 Invesco WilderHill Clean Energy ETF shares in Q4 2022, an estimated $30K.
  • Sittner & Nelson first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2022 and held it in 1 quarter.
  • Sittner & Nelson's Invesco WilderHill Clean Energy ETF position peaked at $30K in Q3 2022.
  • 188 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2022.

Based on Sittner & Nelson's 13F filing for Q4 2022, filed 2 Feb 2023.