Advisors Preferred’s Invesco Global Clean Energy ETF PBD Stock Holding History

Advisors Preferred’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
2021 Q2	–	Sell	-338	Closed	-$11K	–	214
2021 Q1	$11K	Sell	338 -1,508	-82%	-$54K	﹤0.01%	164
2020 Q4	$66K	Buy	+1,846	New	+$50.8K	0.01%	164
2020 Q3	–	Sell	-12,876	Closed	-$205K	–	156
2020 Q2	$205K	Buy	12,876 +10,236	+388%	+$142K	0.06%	94
2020 Q1	$31K	Sell	2,640 -24,016	-90%	-$344K	0.02%	94
2019 Q4	$381K	Buy	+26,656	New	+$346K	0.1%	60
2018 Q2	–	Sell	-18,475	Closed	-$239K	–	262
2018 Q1	$239K	Buy	+18,475	New	+$244K	0.11%	65
2015 Q3	–	Sell	-24,525	Closed	-$312K	–	252
2015 Q2	$312K	Buy	+24,525	New	+$327K	0.17%	67
2014 Q4	–	Sell	-3,216	Closed	-$41.5K	–	321
2014 Q3	$41.5K	Sell	3,216 -7,368	-70%	-$99.1K	0.03%	147
2014 Q2	$148K	Buy	10,584 +973	+10%	+$12.9K	0.07%	95
2014 Q1	$130K	Sell	9,611 -3,496	-27%	-$46K	0.06%	198
2013 Q4	$158K	Buy	+13,107	New	+$156K	0.09%	103

Other funds holding PBD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Advisors Preferred's PBD Position: Q2 2021 in Review

Advisors Preferred sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2021, closing a stake of 338 shares — an estimated $11K sold.

Advisors Preferred first reported a position in PBD in Q4 2013 and held it in 11 quarters. The position peaked at $381K in Q4 2019. 81 funds tracked by Wall St. Rank hold PBD as of Q2 2021.

Advisors Preferred reported no remaining Invesco Global Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
Advisors Preferred sold 338 Invesco Global Clean Energy ETF shares in Q2 2021, an estimated $11K.
Advisors Preferred first reported a position in Invesco Global Clean Energy ETF in Q4 2013 and held it in 11 quarters.
Advisors Preferred's Invesco Global Clean Energy ETF position peaked at $381K in Q4 2019.
81 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2021.

Based on Advisors Preferred's 13F filing for Q2 2021, filed 26 Jul 2021.