Bedel Financial Consulting’s Invesco Global Clean Energy ETF PBD Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-430	Closed	-$11K	–	679
2022 Q1	$11K	Hold	430	–	–	﹤0.01%	654
2021 Q4	$12K	Hold	430	–	–	﹤0.01%	659
2021 Q3	$12K	Hold	430	–	–	﹤0.01%	639
2021 Q2	$13K	Hold	430	–	–	﹤0.01%	623
2021 Q1	$14K	Hold	430	–	–	0.01%	579
2020 Q4	$15K	Hold	430	–	–	0.01%	494
2020 Q3	$9K	Hold	430	–	–	﹤0.01%	533
2020 Q2	$7K	Hold	430	–	–	﹤0.01%	538
2020 Q1	$5K	Hold	430	–	–	﹤0.01%	575
2019 Q4	$6K	Hold	430	–	–	﹤0.01%	565
2019 Q3	$5K	Hold	430	–	–	﹤0.01%	573
2019 Q2	$5K	Hold	430	–	–	﹤0.01%	571
2019 Q1	$5K	Hold	430	–	–	﹤0.01%	571
2018 Q4	$4K	Hold	430	–	–	﹤0.01%	564
2018 Q3	$4K	Hold	430	–	–	﹤0.01%	570
2018 Q2	$5K	Hold	430	–	–	﹤0.01%	552
2018 Q1	$6K	Buy	+430	New	+$5.69K	﹤0.01%	526

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

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

SMFG

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

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bedel Financial Consulting's PBD Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2022, closing a stake of 430 shares — an estimated $11K sold.

Bedel Financial Consulting first reported a position in PBD in Q1 2018 and held it in 17 quarters. The position peaked at $15K in Q4 2020. 75 funds tracked by Wall St. Rank hold PBD as of Q2 2022.

Bedel Financial Consulting reported no remaining Invesco Global Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 430 Invesco Global Clean Energy ETF shares in Q2 2022, an estimated $11K.
Bedel Financial Consulting first reported a position in Invesco Global Clean Energy ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Invesco Global Clean Energy ETF position peaked at $15K in Q4 2020.
75 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.