B. Riley Wealth Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

B. Riley 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
2023 Q1	–	Sell	-12,239	Closed	-$225K	–	1592
2022 Q4	$225K	Sell	12,239 -175	-1%	-$3.39K	0.01%	1194
2022 Q3	$237K	Buy	12,414 +183	+1%	+$4K	0.01%	1145
2022 Q2	$240K	Buy	12,231 +23	+0.2%	+$498	0.01%	967
2022 Q1	$303K	Sell	12,208 -126	-1%	-$2.93K	0.01%	1002
2021 Q4	$331K	Sell	12,334 -14,480	-54%	-$421K	0.01%	1017
2021 Q3	$748K	Hold	26,814	–	–	0.02%	619
2021 Q2	$831K	Buy	26,814 +5,861	+28%	+$176K	0.03%	582
2021 Q1	$671K	Buy	+20,953	New	+$750K	0.02%	605
2015 Q1	–	Sell	-2,000	Closed	-$23	–	1553
2014 Q4	$23	Buy	+2,000	New	+$24K	﹤0.01%	2481
2014 Q3	–	Sell	-2,000	Closed	-$27.9K	–	1510
2014 Q2	$27.9K	Buy	+2,000	New	+$26.5K	0.01%	1310

Other funds holding PBD

LPL Financial San Diego, California $377B AUM 19.32% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 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

B. Riley Wealth Advisors's PBD Position: Q1 2023 in Review

B. Riley Wealth Advisors sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2023, closing a stake of 12,239 shares — an estimated $225K sold.

B. Riley Wealth Advisors first reported a position in PBD in Q2 2014 and held it in 10 quarters. The position peaked at $831K in Q2 2021. 73 funds tracked by Wall St. Rank hold PBD as of Q1 2023.

B. Riley Wealth Advisors reported no remaining Invesco Global Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 12,239 Invesco Global Clean Energy ETF shares in Q1 2023, an estimated $225K.
B. Riley Wealth Advisors first reported a position in Invesco Global Clean Energy ETF in Q2 2014 and held it in 10 quarters.
B. Riley Wealth Advisors's Invesco Global Clean Energy ETF position peaked at $831K in Q2 2021.
73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2023, filed 17 May 2023.