Surevest’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Surevest’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 Q3	$4K	Hold	80	–	–	﹤0.01%	342
2022 Q2	$4K	Hold	80	–	–	﹤0.01%	357
2022 Q1	$5K	Hold	80	–	–	﹤0.01%	322
2021 Q4	$6K	Buy	+80	New	+$6.54K	﹤0.01%	312

Other funds holding PBW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Surevest's PBW Position: Q3 2022 in Review

Surevest held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q3 2022 at 80 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Surevest first reported a position in PBW in Q4 2021 and has held it in 4 quarters since. The position peaked at $6K in Q4 2021. 193 funds tracked by Wall St. Rank hold PBW as of Q3 2022.

Surevest held 80 shares of Invesco WilderHill Clean Energy ETF worth $4K as of Q3 2022.
Surevest left its Invesco WilderHill Clean Energy ETF share count unchanged in Q3 2022.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #342 holding.
Surevest first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2021 and has held it in 4 quarters since.
Surevest's Invesco WilderHill Clean Energy ETF position peaked at $6K in Q4 2021.
193 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.