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

TRUE Private 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
2021 Q1	–	Sell	-5	Closed	–	–	561
2020 Q4	$0	Hold	5	–	–	﹤0.01%	755
2020 Q3	$0	Hold	5	–	–	﹤0.01%	727
2020 Q2	$0	Hold	5	–	–	﹤0.01%	728
2020 Q1	$0	Hold	5	–	–	﹤0.01%	789
2019 Q4	$0	Buy	+5	New	+$153	﹤0.01%	814
2019 Q3	–	Sell	-5	Closed	–	–	575
2019 Q2	$0	Buy	+5	New	+$141	﹤0.01%	803

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TRUE Private Wealth Advisors's PBW Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2021, closing a stake of 5 shares.

TRUE Private Wealth Advisors first reported a position in PBW in Q2 2019 and held it in 6 quarters. The position peaked at $0 in Q4 2020. 259 funds tracked by Wall St. Rank hold PBW as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 5 Invesco WilderHill Clean Energy ETF shares in Q1 2021.
TRUE Private Wealth Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2019 and held it in 6 quarters.
TRUE Private Wealth Advisors's Invesco WilderHill Clean Energy ETF position peaked at $0 in Q4 2020.
259 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.