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Stelac Advisory Services’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Stelac Advisory 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
Q1 		– Sell
-1,701
Closed -$176K – 259
2020
Q4 		$176K Buy
+1,701
New +$138K 0.05% 190

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Goldman Sachs
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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

Stelac Advisory Services's PBW Position: Q1 2021 in Review

Stelac Advisory Services sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2021, closing a stake of 1,701 shares — an estimated $176K sold.

Stelac Advisory Services first reported a position in PBW in Q4 2020 and held it in 1 quarter. The position peaked at $176K in Q4 2020. 259 funds tracked by Wall St. Rank hold PBW as of Q1 2021.

  • Stelac Advisory Services reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Stelac Advisory Services sold 1,701 Invesco WilderHill Clean Energy ETF shares in Q1 2021, an estimated $176K.
  • Stelac Advisory Services first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and held it in 1 quarter.
  • Stelac Advisory Services's Invesco WilderHill Clean Energy ETF position peaked at $176K in Q4 2020.
  • 259 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2021.

Based on Stelac Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.