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Get Institutions for : 
Invesco WilderHill Clean Energy ETF (PBW)  
$21.53 0.18 (0.83%) as of 4:30 Wed 5/8


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   VERITABLE LP 32 *Closed 2023-09-30 0 $0 -10,014
   GOFEN & GLOSSBERG LLC /IL/ 530 *Closed 2022-12-31 0 $0 -4,329
   All Season Financial Advisors Inc. 107 *Closed 2024-03-31 0 $0 -8,551
   CIBC WORLD MARKETS INC. 1161 *Closed 2023-12-31 0 $0 -36,726
   UMB BANK N A/MO 2013 *Closed 2024-03-31 0 $0 -532
   Onyx Bridge Wealth Group LLC *Closed 2024-03-31 0 $0 -8,177
   IHT Wealth Management LLC 1004 *Closed 2023-12-31 0 $0 -9,365
   WADE G W & INC 416 *Closed 2023-12-31 0 $0 -100,432
   BAKER AVENUE ASSET MANAGEMENT, LP 901 *Closed 2023-12-31 0 $0 -900
   CREATIVE PLANNING 2863 *Closed 2023-12-31 0 $0 -2,327
   Providence First Trust Co 98 *Closed 2023-12-31 0 $0 -23,972
   MEITAV DASH INVESTMENTS LTD 322 *Closed 2024-03-31 0 $0 -7,040
   Mutual Advisors LLC *Closed 2024-03-31 0 $0 -9,171
   PROVENCE WEALTH MANAGEMENT GROUP 476 *Closed 2023-12-31 0 $0 -74
   Arlington Financial Advisors LLC 79 *Closed 2024-03-31 0 $0 -170,695
   Cassady Schiller Wealth Management LLC 449 *Closed 2023-12-31 0 $0 -94
   FIDUCIARY TRUST CO 636 *Closed 2023-12-31 0 $0 -22,860
   GRADIENT INVESTMENTS LLC 1733 *Closed 2024-03-31 0 $0 -63
   BerganKDV Wealth Management LLC 1015 *Closed 2023-06-30 0 $0 -95
   NATIONAL ASSET MANAGEMENT, INC. 1493 *Closed 2023-12-31 0 $0 -7,175
   JFG Wealth Management LLC 82 *Closed 2023-12-31 0 $0 -6,731
   HEAD & ASSOCIATES LLC 532 *Closed 2023-12-31 0 $0 -195
   One Capital Management LLC 294 *Closed 2023-12-31 0 $0 -9,633
   MCCORMACK ADVISORS INTERNATIONAL 1074 *Closed 2023-12-31 0 $0 -7,795
   Walleye Trading Advisors LLC 2414 *Closed 2023-12-31 0 $0 -13,746
   HIGHTOWER ADVISORS, LLC 3505 *Closed 2023-12-31 0 $0 -7,384
   CREATIVE FINANCIAL DESIGNS INC /ADV *Closed 2024-03-31 0 $0 -60
   FIL LTD 852 *Closed 2023-12-31 0 $0 -19,071
   Summit Place Financial Advisors LLC *Closed 2024-03-31 0 $0 -9,000
  29 Records found
  1    
  Page 1 of 1
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