Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Invesco WilderHill Clean Energy ETF (PBW)  
$21.53 0.18 (0.83%) as of 4:30 Wed 5/8


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 151    13
Total shares held : 
4,050,148  
% of shares held : 
26.98%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -27  
Amount of shares held : 
26,915  
% of shares held change : 
  0.18%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$30.12  
Last Quarter's Ending Price : 
$29.72  
Last Quarter's Average Price
$27.60  
Change from last quarter's     
avg. price to the last closing  : 
6.07 (21.99%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
20
 382,978
 9.46%
 
Increased Positions :
36
 290,454
 7.17%
 
Unchanged Positions :
45
 150,800
 3.72%
 
Decreased Positions :
50
-306,334
-7.56%
 
Closed Positions :
33
-340,183
-8.4%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Harel Insurance Investments & Financial Services L - 2024-03-31 223,249 $5,146,000 0
   Evolution Wealth Advisors LLC 94 - 2024-03-31 14,733 $340,000 0
   TIAA FSB 522 - 2023-06-30 5,793 $232,000 0
   CHARTER RESEARCH & INVESTMENT GROUP INC. 81 - 2023-12-31 7,190 $214,000 0
   LFA - Lugano Financial Advisors SA - 2024-03-31 5,000 $115,000 0
   ALBION FINANCIAL GROUP /UT 211 - 2024-03-31 3,047 $70,000 0
   HM PAYSON & CO 565 - 2023-12-31 1,974 $59,000 0
   Sargent Bickham Lagudis LLC 474 - 2022-12-31 1,029 $39,000 0
   Annapolis Financial Services LLC 170 - 2024-03-31 1,572 $36,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 931 - 2024-03-31 1,000 $23,000 0
   EPG Wealth Management LLC 349 - 2023-12-31 804 $19,000 0
   JFS WEALTH ADVISORS, LLC - 2024-03-31 812 $19,000 0
   McIlrath & Eck LLC 443 - 2023-12-31 573 $17,000 0
   NATIONAL BANK OF CANADA /FI/ 1908 - 2023-12-31 487 $14,000 0
   BARCLAYS PLC 3855 - 2023-12-31 348 $10,000 0
   Community Bank N.A. 350 - 2023-12-31 323 $10,000 0
   Baldrige Asset Management LLC 268 - 2023-03-31 227 $9,000 0
   Carmichael Hill & Associates Inc. 505 - 2024-03-31 334 $8,000 0
   Pacific Center for Financial Services 292 - 2023-12-31 257 $8,000 0
   Founders Financial Alliance LLC 452 - 2023-12-31 220 $7,000 0
   SUMMIT INVESTMENT ADVISORS INC 2922 - 2023-12-31 197 $6,000 0
   Capital Investment Advisory Services LLC 856 - 2024-03-31 210 $5,000 0
   US BANCORP 3495 - 2023-12-31 150 $4,000 0
   Center for Financial Planning Inc. 491 - 2024-03-31 160 $4,000 0
   CWM LLC 3779 - 2024-03-31 193 $4,000 0
   Emerald Investment Partners LLC 451 - 2024-03-31 124 $3,000 0
   Sachetta LLC 642 - 2024-03-31 100 $3,000 0
   Hartland & Co. LLC 1237 - 2023-12-31 100 $3,000 0
   Register Financial Advisors LLC 682 - 2024-03-31 92 $2,000 0
   Smartleaf Asset Management LLC - 2024-03-31 50 $2,000 0
   BARTLETT & CO. LLC 1120 - 2023-12-31 74 $2,000 0
   Pacifica Partners Inc. 465 - 2024-03-31 75 $2,000 0
   Piscataqua Savings Bank 357 - 2024-03-31 71 $2,000 0
   JDM Financial Group LLC 201 - 2023-12-31 68 $2,000 0
   TD Waterhouse Canada Inc. 1516 - 2023-12-31 78 $2,000 0
   Kalos Management Inc. 125 - 2023-06-30 46 $2,000 0
   Tyler-Stone Wealth Management 781 - 2023-12-31 80 $2,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1134 - 2023-12-31 74 $2,000 0
   WETZEL INVESTMENT ADVISORS INC. 884 - 2024-03-31 40 $1,000 0
   HOLLENCREST SECURITIES LLC - 2024-03-31 35 $1,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 928 - 2022-12-31 15 $1,000 0
   Bank of New Hampshire 472 - 2024-03-31 65 $1,000 0
   ARMSTRONG ADVISORY GROUP INC 744 - 2024-03-31 30 $1,000 0
   FRANKLIN RESOURCES INC 2560 - 2023-12-31 31 $1,000 0
   Asset Dedication LLC 960 - 2024-03-31 46 $1,000 0
   Lindbrook Capital LLC 2495 - 2024-03-31 57 $1,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 966 - 2024-03-31 15 $0 0
   Newbridge Financial Services Group Inc. 1165 - 2024-03-31 7 $0 0
   Sage Mountain Advisors LLC 407 - 2024-03-31 4 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0

  50 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results