Tyler-Stone Wealth Management’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Tyler-Stone Wealth Management’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
2024 Q3	–	Sell	-80	Closed	-$1.61K	–	758
2024 Q2	$1.61K	Hold	80	–	–	﹤0.01%	871
2024 Q1	$1.84K	Hold	80	–	–	﹤0.01%	854
2023 Q4	$2.38K	Hold	80	–	–	﹤0.01%	798
2023 Q3	$3K	Hold	80	–	–	﹤0.01%	784
2023 Q2	$3K	Buy	+80	New	+$2.98K	﹤0.01%	776
2022 Q4	$3K	Hold	80	–	–	﹤0.01%	728
2022 Q3	$4K	Hold	80	–	–	﹤0.01%	679
2022 Q2	$4K	Buy	+80	New	+$4.2K	﹤0.01%	701

Other funds holding PBW

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

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

JGUA

John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Tyler-Stone Wealth Management's PBW Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2024, closing a stake of 80 shares — an estimated $1.61K sold.

Tyler-Stone Wealth Management first reported a position in PBW in Q2 2022 and held it in 8 quarters. The position peaked at $4K in Q3 2022. 125 funds tracked by Wall St. Rank hold PBW as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 80 Invesco WilderHill Clean Energy ETF shares in Q3 2024, an estimated $1.61K.
Tyler-Stone Wealth Management first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2022 and held it in 8 quarters.
Tyler-Stone Wealth Management's Invesco WilderHill Clean Energy ETF position peaked at $4K in Q3 2022.
125 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.