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TAP Consulting’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

TAP Consulting’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
Q1 		– Sell
-359
Closed -$26K – 421
2021
Q4 		$26K Buy
+359
New +$29.4K 0.01% 340

Other funds holding PBW

Bank of America
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Zurich Insurance Group
Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TAP Consulting's PBW Position: Q1 2022 in Review

TAP Consulting sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2022, closing a stake of 359 shares — an estimated $26K sold.

TAP Consulting first reported a position in PBW in Q4 2021 and held it in 1 quarter. The position peaked at $26K in Q4 2021. 219 funds tracked by Wall St. Rank hold PBW as of Q1 2022.

  • TAP Consulting reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
  • TAP Consulting sold 359 Invesco WilderHill Clean Energy ETF shares in Q1 2022, an estimated $26K.
  • TAP Consulting first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2021 and held it in 1 quarter.
  • TAP Consulting's Invesco WilderHill Clean Energy ETF position peaked at $26K in Q4 2021.
  • 219 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2022.

Based on TAP Consulting's 13F filing for Q1 2022, filed 26 Apr 2022.