United Capital Financial Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

United Capital Financial 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 Q3	–	Sell	-4,422	Closed	-$202K	–	1135
2022 Q2	$202K	Buy	4,422 +13	+0.3%	+$682	﹤0.01%	1060
2022 Q1	$287K	Sell	4,409 -1,692	-28%	-$101K	﹤0.01%	1000
2021 Q4	$436K	Buy	6,101 +2,014	+49%	+$165K	﹤0.01%	901
2021 Q3	$316K	Sell	4,087 -100	-2%	-$8.18K	﹤0.01%	989
2021 Q2	$390K	Buy	4,187 +1,045	+33%	+$90.5K	﹤0.01%	948
2021 Q1	$309K	Buy	+3,142	New	+$359K	﹤0.01%	973
2016 Q4	–	Sell	-2,396	Closed	-$46K	–	1302
2016 Q3	$46K	Hold	2,396	–	–	﹤0.01%	1245
2016 Q2	$48K	Buy	+2,396	New	+$46.7K	﹤0.01%	1232

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

United Capital Financial Advisors's PBW Position: Q3 2022 in Review

United Capital Financial Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2022, closing a stake of 4,422 shares — an estimated $202K sold.

United Capital Financial Advisors first reported a position in PBW in Q2 2016 and held it in 8 quarters. The position peaked at $436K in Q4 2021. 193 funds tracked by Wall St. Rank hold PBW as of Q3 2022.

United Capital Financial Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2022 after selling out during the quarter.
United Capital Financial Advisors sold 4,422 Invesco WilderHill Clean Energy ETF shares in Q3 2022, an estimated $202K.
United Capital Financial Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2016 and held it in 8 quarters.
United Capital Financial Advisors's Invesco WilderHill Clean Energy ETF position peaked at $436K in Q4 2021.
193 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.