Wealth Management Partners’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Wealth Management 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
2021 Q2	–	Sell	-19,993	Closed	-$1.89M	–	120
2021 Q1	$1.89M	Buy	19,993 +12,139	+155%	+$1.39M	1.41%	19
2020 Q4	$1.03M	Buy	+7,854	New	+$636K	0.81%	35

Other funds holding PBW

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $14.4B AUM 63.77% 1-Year Est. Return

RJA

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

Wealth Management Partners's PBW Position: Q2 2021 in Review

Wealth Management Partners sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2021, closing a stake of 19,993 shares — an estimated $1.89M sold.

Wealth Management Partners first reported a position in PBW in Q4 2020 and held it in 2 quarters. The position peaked at $1.89M in Q1 2021. 260 funds tracked by Wall St. Rank hold PBW as of Q2 2021.

Wealth Management Partners reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
Wealth Management Partners sold 19,993 Invesco WilderHill Clean Energy ETF shares in Q2 2021, an estimated $1.89M.
Wealth Management Partners first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and held it in 2 quarters.
Wealth Management Partners's Invesco WilderHill Clean Energy ETF position peaked at $1.89M in Q1 2021.
260 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2021.

Based on Wealth Management Partners's 13F filing for Q2 2021, filed 14 Jul 2021.