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Spectrum Wealth Advisory Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Spectrum Wealth Advisory Group’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
-6,398
Closed -$629K – 46
2021
Q1 		$629K Buy
+6,398
New +$731K 0.6% 24

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $12.7B AUM 53.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Spectrum Wealth Advisory Group's PBW Position: Q2 2021 in Review

Spectrum Wealth Advisory Group sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2021, closing a stake of 6,398 shares — an estimated $629K sold.

Spectrum Wealth Advisory Group first reported a position in PBW in Q1 2021 and held it in 1 quarter. The position peaked at $629K in Q1 2021. 260 funds tracked by Wall St. Rank hold PBW as of Q2 2021.

  • Spectrum Wealth Advisory Group reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Spectrum Wealth Advisory Group sold 6,398 Invesco WilderHill Clean Energy ETF shares in Q2 2021, an estimated $629K.
  • Spectrum Wealth Advisory Group first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and held it in 1 quarter.
  • Spectrum Wealth Advisory Group's Invesco WilderHill Clean Energy ETF position peaked at $629K in Q1 2021.
  • 260 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2021.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2021, filed 27 Jul 2021.