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

Arkadios Wealth 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
2021 Q4	–	Sell	-146	Closed	-$4K	–	1408
2021 Q3	$4K	Hold	146	–	–	﹤0.01%	1661
2021 Q2	$4K	Buy	+146	New	+$4.38K	﹤0.01%	1772
2020 Q4	–	Sell	-146	Closed	-$3.57K	–	1448
2020 Q3	$3.57K	Hold	146	–	–	﹤0.01%	895
2020 Q2	$2.56K	Hold	146	–	–	﹤0.01%	857
2020 Q1	$1.69K	Hold	146	–	–	﹤0.01%	930
2019 Q4	$2.36K	Buy	+146	New	+$1.9K	﹤0.01%	805

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

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

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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

QCM

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

Arkadios Wealth Advisors's PBD Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2021, closing a stake of 146 shares — an estimated $4K sold.

Arkadios Wealth Advisors first reported a position in PBD in Q4 2019 and held it in 6 quarters. The position peaked at $4K in Q3 2021. 88 funds tracked by Wall St. Rank hold PBD as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Invesco Global Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 146 Invesco Global Clean Energy ETF shares in Q4 2021, an estimated $4K.
Arkadios Wealth Advisors first reported a position in Invesco Global Clean Energy ETF in Q4 2019 and held it in 6 quarters.
Arkadios Wealth Advisors's Invesco Global Clean Energy ETF position peaked at $4K in Q3 2021.
88 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.