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

Affinity Capital Advisors’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
2025
Q1 		– Sell
-25,321
Closed -$308K – 159
2024
Q4 		$308K Buy
+25,321
New +$317K 0.06% 117

Other funds holding PBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Affinity Capital Advisors's PBD Position: Q1 2025 in Review

Affinity Capital Advisors sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2025, closing a stake of 25,321 shares — an estimated $308K sold.

Affinity Capital Advisors first reported a position in PBD in Q4 2024 and held it in 1 quarter. The position peaked at $308K in Q4 2024. 62 funds tracked by Wall St. Rank hold PBD as of Q1 2025.

  • Affinity Capital Advisors reported no remaining Invesco Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Affinity Capital Advisors sold 25,321 Invesco Global Clean Energy ETF shares in Q1 2025, an estimated $308K.
  • Affinity Capital Advisors first reported a position in Invesco Global Clean Energy ETF in Q4 2024 and held it in 1 quarter.
  • Affinity Capital Advisors's Invesco Global Clean Energy ETF position peaked at $308K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2025.

Based on Affinity Capital Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.