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Wetzel Investment Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-40
Closed -$922 – 671
2024
Q2 		$922 Hold
40
– – ﹤0.01% 825
2024
Q1 		$782 Hold
40
– – ﹤0.01% 950
2023
Q4 		$1K Buy
+40
New +$1.1K ﹤0.01% 959

Other funds holding PBW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Goldman Sachs
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wetzel Investment Advisors's PBW Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2024, closing a stake of 40 shares — an estimated $922 sold.

Wetzel Investment Advisors first reported a position in PBW in Q4 2023 and held it in 3 quarters. The position peaked at $1K in Q4 2023. 125 funds tracked by Wall St. Rank hold PBW as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 40 Invesco WilderHill Clean Energy ETF shares in Q3 2024, an estimated $922.
  • Wetzel Investment Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Invesco WilderHill Clean Energy ETF position peaked at $1K in Q4 2023.
  • 125 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.