AWM
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Avior Wealth Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Avior Wealth Management’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
-6,421
Closed -$74.3K – 1851
2024
Q4 		$74.3K Buy
6,421
+25
+0.4% +$313 ﹤0.01% 1000
2024
Q3 		$89.6K Buy
6,396
+32
+0.5% +$432 ﹤0.01% 918
2024
Q2 		$86K Buy
6,364
+40
+0.6% +$563 ﹤0.01% 908
2024
Q1 		$89.5K Buy
+6,324
New +$88.8K ﹤0.01% 1010

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

Avior Wealth Management's PBD Position: Q1 2025 in Review

Avior Wealth Management sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2025, closing a stake of 6,421 shares — an estimated $74.3K sold.

Avior Wealth Management first reported a position in PBD in Q1 2024 and held it in 4 quarters. The position peaked at $89.6K in Q3 2024. 62 funds tracked by Wall St. Rank hold PBD as of Q1 2025.

  • Avior Wealth Management reported no remaining Invesco Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 6,421 Invesco Global Clean Energy ETF shares in Q1 2025, an estimated $74.3K.
  • Avior Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Invesco Global Clean Energy ETF position peaked at $89.6K in Q3 2024.
  • 62 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.