Wealthspire Advisors (Maryland)’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-520	Closed	-$14K	–	1556
2019 Q1	$14K	Hold	520	–	–	﹤0.01%	1408
2018 Q4	$11K	Hold	520	–	–	﹤0.01%	1432
2018 Q3	$13K	Hold	520	–	–	﹤0.01%	1441
2018 Q2	$13K	Hold	520	–	–	﹤0.01%	1458
2018 Q1	$13K	Hold	520	–	–	﹤0.01%	1466
2017 Q4	$13K	Hold	520	–	–	﹤0.01%	1488
2017 Q3	$12K	Hold	520	–	–	﹤0.01%	1514
2017 Q2	$11K	Buy	520 +280	+117%	+$5.81K	﹤0.01%	1499
2017 Q1	$5K	Hold	240	–	–	﹤0.01%	1523
2016 Q4	$4K	Hold	240	–	–	﹤0.01%	1432
2016 Q3	$5K	Hold	240	–	–	﹤0.01%	1399
2016 Q2	$5K	Hold	240	–	–	﹤0.01%	1345
2016 Q1	$5K	Hold	240	–	–	﹤0.01%	1345
2015 Q4	$6K	Buy	+240	New	+$5.35K	﹤0.01%	1313

Other funds holding PBW

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

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

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

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

RJA

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

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

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

Wealthspire Advisors (Maryland)'s PBW Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2019, closing a stake of 520 shares — an estimated $14K sold.

Wealthspire Advisors (Maryland) first reported a position in PBW in Q4 2015 and held it in 14 quarters. The position peaked at $14K in Q1 2019. 79 funds tracked by Wall St. Rank hold PBW as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 520 Invesco WilderHill Clean Energy ETF shares in Q2 2019, an estimated $14K.
Wealthspire Advisors (Maryland) first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Invesco WilderHill Clean Energy ETF position peaked at $14K in Q1 2019.
79 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.