Advisory Alpha’s Invesco Global Clean Energy ETF PBD Stock Holding History

Advisory Alpha’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
2020 Q4	–	Sell	-1,725	Closed	-$42K	–	487
2020 Q3	$42K	Buy	+1,725	New	+$33.4K	0.01%	227
2020 Q2	–	Sell	-3,385	Closed	-$43K	–	452
2020 Q1	$43K	Sell	3,385 -735	-18%	-$10.5K	0.01%	223
2019 Q4	$62K	Sell	4,120 -1,310	-24%	-$17K	0.02%	252
2019 Q3	$65.6K	Buy	+5,430	New	+$67.2K	0.02%	214
2019 Q2	–	Sell	-7,915	Closed	-$95.9K	–	479
2019 Q1	$95.9K	Buy	+7,915	New	+$92.7K	0.03%	167

Other funds holding PBD

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

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

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

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

CCM

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

QCM

Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

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

IWAG

Integer Wealth Advisors Group Cartersville, Georgia $184M AUM 62.15% 1-Year Est. Return

Advisory Alpha's PBD Position: Q4 2020 in Review

Advisory Alpha sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2020, closing a stake of 1,725 shares — an estimated $42K sold.

Advisory Alpha first reported a position in PBD in Q1 2019 and held it in 5 quarters. The position peaked at $95.9K in Q1 2019. 64 funds tracked by Wall St. Rank hold PBD as of Q4 2020.

Advisory Alpha reported no remaining Invesco Global Clean Energy ETF position as of Q4 2020 after selling out during the quarter.
Advisory Alpha sold 1,725 Invesco Global Clean Energy ETF shares in Q4 2020, an estimated $42K.
Advisory Alpha first reported a position in Invesco Global Clean Energy ETF in Q1 2019 and held it in 5 quarters.
Advisory Alpha's Invesco Global Clean Energy ETF position peaked at $95.9K in Q1 2019.
64 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2020.

Based on Advisory Alpha's 13F filing for Q4 2020, filed 16 Feb 2021.