Sowell Financial Services’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-97	Closed	-$8K	–	2068
2021 Q1	$8K	Sell	97 -65	-40%	-$7.43K	﹤0.01%	2413
2020 Q4	$17K	Buy	162 +22	+16%	+$1.78K	﹤0.01%	1805
2020 Q3	$9K	Sell	140 -1,564	-92%	-$81.4K	﹤0.01%	1836
2020 Q2	$69K	Buy	+1,704	New	+$56.7K	﹤0.01%	1081

Other funds holding PBW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sowell Financial Services's PBW Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2021, closing a stake of 97 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in PBW in Q2 2020 and held it in 4 quarters. The position peaked at $69K in Q2 2020. 260 funds tracked by Wall St. Rank hold PBW as of Q2 2021.

Sowell Financial Services reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 97 Invesco WilderHill Clean Energy ETF shares in Q2 2021, an estimated $8K.
Sowell Financial Services first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2020 and held it in 4 quarters.
Sowell Financial Services's Invesco WilderHill Clean Energy ETF position peaked at $69K in Q2 2020.
260 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.