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Activest Wealth Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Activest Wealth Management’s Portfolio PBD Stock Details PBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,100
Closed -$20.2K – 478
2022
Q4 		$20.2K Hold
1,100
– – 0.01% 260
2022
Q3 		$21K Buy
+1,100
New +$24.1K 0.01% 251

Other funds holding PBD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

Activest Wealth Management's PBD Position: Q1 2023 in Review

Activest Wealth Management sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2023, closing a stake of 1,100 shares — an estimated $20.2K sold.

Activest Wealth Management first reported a position in PBD in Q3 2022 and held it in 2 quarters. The position peaked at $21K in Q3 2022. 73 funds tracked by Wall St. Rank hold PBD as of Q1 2023.

  • Activest Wealth Management reported no remaining Invesco Global Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 1,100 Invesco Global Clean Energy ETF shares in Q1 2023, an estimated $20.2K.
  • Activest Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's Invesco Global Clean Energy ETF position peaked at $21K in Q3 2022.
  • 73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.