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TCI Wealth Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

TCI Wealth Advisors’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
Q4 		– Sell
-192
Closed -$9K – 2615
2022
Q3 		$9K Buy
+192
New +$10.5K ﹤0.01% 1090
2014
Q1 		– Sell
-16
Closed -$1K – 910
2013
Q4 		$1K Sell
16
-1,106
-99% -$35.5K ﹤0.01% 792
2013
Q3 		$36K Hold
1,122
– – 0.03% 232
2013
Q2 		$30K Buy
+1,122
New +$27.9K 0.02% 261

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
LPL Financial
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TCI Wealth Advisors's PBW Position: Q4 2022 in Review

TCI Wealth Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2022, closing a stake of 192 shares — an estimated $9K sold.

TCI Wealth Advisors first reported a position in PBW in Q2 2013 and held it in 4 quarters. The position peaked at $36K in Q3 2013. 188 funds tracked by Wall St. Rank hold PBW as of Q4 2022.

  • TCI Wealth Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 192 Invesco WilderHill Clean Energy ETF shares in Q4 2022, an estimated $9K.
  • TCI Wealth Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2013 and held it in 4 quarters.
  • TCI Wealth Advisors's Invesco WilderHill Clean Energy ETF position peaked at $36K in Q3 2013.
  • 188 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2022.

Based on TCI Wealth Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.