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

American Portfolios 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
2022 Q3	$25.7K	Buy	1,349 +20	+2%	+$438	﹤0.01%	2059
2022 Q2	$26K	Buy	1,329 +45	+4%	+$974	﹤0.01%	2089
2022 Q1	$31.8K	Buy	1,284 +884	+221%	+$20.5K	﹤0.01%	2114
2021 Q4	$10.7K	Sell	400 -400	-50%	-$11.6K	﹤0.01%	2592
2021 Q3	$22.3K	Buy	800 +400	+100%	+$11.7K	﹤0.01%	2234
2021 Q2	$12.4K	Hold	400	–	–	﹤0.01%	2409
2021 Q1	$12.8K	Hold	400	–	–	﹤0.01%	2271
2020 Q4	$13.9K	Hold	400	–	–	﹤0.01%	1972
2020 Q3	$8.78K	Hold	400	–	–	﹤0.01%	2034
2020 Q2	$6.34K	Hold	400	–	–	﹤0.01%	2132
2020 Q1	$4.63K	Hold	400	–	–	﹤0.01%	2121
2019 Q4	$5.72K	Hold	400	–	–	﹤0.01%	2230
2019 Q3	$4.87K	Hold	400	–	–	﹤0.01%	2208
2019 Q2	$5.02K	Hold	400	–	–	﹤0.01%	2184
2019 Q1	$4.79K	Hold	400	–	–	﹤0.01%	2116
2018 Q4	$4.17K	Hold	400	–	–	﹤0.01%	1937
2018 Q3	$4.79K	Hold	400	–	–	﹤0.01%	2021
2018 Q2	$4.73K	Hold	400	–	–	﹤0.01%	2006
2018 Q1	$5.15K	Hold	400	–	–	﹤0.01%	1872
2017 Q4	$5.26K	Buy	+400	New	+$5.17K	﹤0.01%	1814

Other funds holding PBD

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

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

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

American Portfolios Advisors's PBD Position: Q3 2022 in Review

American Portfolios Advisors increased its Invesco Global Clean Energy ETF (PBD) stake by 1.5% in Q3 2022, buying an estimated $438 and bringing the position to 1,349 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

American Portfolios Advisors first reported a position in PBD in Q4 2017 and has held it in 20 quarters since. The position peaked at $31.8K in Q1 2022. 74 funds tracked by Wall St. Rank hold PBD as of Q3 2022.

American Portfolios Advisors held 1,349 shares of Invesco Global Clean Energy ETF worth $25.7K as of Q3 2022.
American Portfolios Advisors bought 20 Invesco Global Clean Energy ETF shares in Q3 2022, an estimated $438.
Invesco Global Clean Energy ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2059 holding.
American Portfolios Advisors first reported a position in Invesco Global Clean Energy ETF in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Invesco Global Clean Energy ETF position peaked at $31.8K in Q1 2022.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.