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Ausdal Financial Partners’s Invesco Global Clean Energy ETF PBD Stock Holding History

Ausdal Financial Partners’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 		– Sell
-6,554
Closed -$203K – 495
2021
Q2 		$203K Buy
+6,554
New +$196K 0.03% 435

Other funds holding PBD

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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
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 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

Ausdal Financial Partners's PBD Position: Q3 2021 in Review

Ausdal Financial Partners sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2021, closing a stake of 6,554 shares — an estimated $203K sold.

Ausdal Financial Partners first reported a position in PBD in Q2 2021 and held it in 1 quarter. The position peaked at $203K in Q2 2021. 86 funds tracked by Wall St. Rank hold PBD as of Q3 2021.

  • Ausdal Financial Partners reported no remaining Invesco Global Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
  • Ausdal Financial Partners sold 6,554 Invesco Global Clean Energy ETF shares in Q3 2021, an estimated $203K.
  • Ausdal Financial Partners first reported a position in Invesco Global Clean Energy ETF in Q2 2021 and held it in 1 quarter.
  • Ausdal Financial Partners's Invesco Global Clean Energy ETF position peaked at $203K in Q2 2021.
  • 86 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2021.

Based on Ausdal Financial Partners's 13F filing for Q3 2021, filed 1 Nov 2021.