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Verus Capital Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Verus Capital Partners’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
2020
Q1 		$1K Hold
21
– – ﹤0.01% 1420
2019
Q4 		$1K Buy
+21
New +$642 ﹤0.01% 1486

Other funds holding PBW

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Verus Capital Partners's PBW Position: Q1 2020 in Review

Verus Capital Partners held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q1 2020 at 21 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Verus Capital Partners first reported a position in PBW in Q4 2019 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold PBW as of Q1 2020.

  • Verus Capital Partners held 21 shares of Invesco WilderHill Clean Energy ETF worth $1K as of Q1 2020.
  • Verus Capital Partners left its Invesco WilderHill Clean Energy ETF share count unchanged in Q1 2020.
  • Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Verus Capital Partners's portfolio in Q1 2020, its #1420 holding.
  • Verus Capital Partners first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2019 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.