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Ameritas Investment Company’s Invesco Global Clean Energy ETF PBD Stock Holding History

Ameritas Investment Company’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
Q3 		$2.9M Buy
103,905
+103,404
+20,640% +$3.03M 0.13% 136
2021
Q2 		$2.65M Sell
501
-26,404
-98% -$791K 0.13% 138
2021
Q1 		$861K Buy
+26,905
New +$963K 0.07% 246
2019
Q1 		– Sell
-824
Closed -$9K – 1532
2018
Q4 		$9K Buy
+824
New +$9.12K ﹤0.01% 1084

Other funds holding PBD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
QCM
Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

Ameritas Investment Company's PBD Position: Q3 2021 in Review

Ameritas Investment Company increased its Invesco Global Clean Energy ETF (PBD) stake by 20,640% in Q3 2021, buying an estimated $3.03M and bringing the position to 103,905 shares worth $2.9M. The position accounts for 0.13% of the portfolio, ranked #136.

Ameritas Investment Company first reported a position in PBD in Q4 2018 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold PBD as of Q3 2021.

  • Ameritas Investment Company held 103,905 shares of Invesco Global Clean Energy ETF worth $2.9M as of Q3 2021.
  • Ameritas Investment Company bought 103,404 Invesco Global Clean Energy ETF shares in Q3 2021, an estimated $3.03M.
  • Invesco Global Clean Energy ETF made up 0.13% of Ameritas Investment Company's portfolio in Q3 2021, its #136 holding.
  • Ameritas Investment Company first reported a position in Invesco Global Clean Energy ETF in Q4 2018 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.