Bank Julius Baer & Co’s Invesco Global Clean Energy ETF PBD Stock Holding History

Bank Julius Baer & Co’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
2024 Q1	–	Sell	-120	Closed	-$1.92K	–	558
2023 Q4	$1.92K	Sell	120 -1	-0.8%	-$15	﹤0.01%	539
2023 Q3	$2K	Buy	121 +3	+3%	+$53	﹤0.01%	522
2023 Q2	$2K	Sell	118 -2	-2%	-$37	﹤0.01%	555
2023 Q1	$2K	Hold	120	–	–	﹤0.01%	583
2022 Q4	$2K	Buy	120 +2	+2%	+$39	﹤0.01%	569
2022 Q3	$2K	Sell	118 -2	-2%	-$44	﹤0.01%	567
2022 Q2	$2K	Buy	+120	New	+$2.6K	﹤0.01%	595

Other funds holding PBD

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Bank Julius Baer & Co's PBD Position: Q1 2024 in Review

Bank Julius Baer & Co sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2024, closing a stake of 120 shares — an estimated $1.92K sold.

Bank Julius Baer & Co first reported a position in PBD in Q2 2022 and held it in 7 quarters. The position peaked at $2K in Q3 2023. 73 funds tracked by Wall St. Rank hold PBD as of Q1 2024.

Bank Julius Baer & Co reported no remaining Invesco Global Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
Bank Julius Baer & Co sold 120 Invesco Global Clean Energy ETF shares in Q1 2024, an estimated $1.92K.
Bank Julius Baer & Co first reported a position in Invesco Global Clean Energy ETF in Q2 2022 and held it in 7 quarters.
Bank Julius Baer & Co's Invesco Global Clean Energy ETF position peaked at $2K in Q3 2023.
73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2024.

Based on Bank Julius Baer & Co's 13F filing for Q1 2024, filed 14 May 2024.