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Advisor Group’s Invesco Global Clean Energy ETF PBD Stock Holding History

Advisor Group’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
2019
Q4 		$22K Sell
1,541
-168
-10% -$2.18K ﹤0.01% 3906
2019
Q3 		$21K Buy
1,709
+541
+46% +$6.69K ﹤0.01% 3936
2019
Q2 		$15K Hold
1,168
– – ﹤0.01% 4149
2019
Q1 		$14K Buy
+1,168
New +$13.7K ﹤0.01% 4188

Other funds holding PBD

QCM
Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
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
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisor Group's PBD Position: Q4 2019 in Review

Advisor Group reduced its Invesco Global Clean Energy ETF (PBD) stake by 9.8% in Q4 2019, selling an estimated $2.18K and leaving 1,541 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #3906.

Advisor Group first reported a position in PBD in Q1 2019 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold PBD as of Q4 2019.

  • Advisor Group held 1,541 shares of Invesco Global Clean Energy ETF worth $22K as of Q4 2019.
  • Advisor Group sold 168 Invesco Global Clean Energy ETF shares in Q4 2019, an estimated $2.18K.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3906 holding.
  • Advisor Group first reported a position in Invesco Global Clean Energy ETF in Q1 2019 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.