Belpointe Asset Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-3,500	Closed	-$69K	–	2503
2023 Q1	$69K	Sell	3,500 -2,450	-41%	-$48.5K	﹤0.01%	1522
2022 Q4	$109K	Buy	+5,950	New	+$115K	0.01%	1189

Other funds holding PBD

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

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

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

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

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

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Belpointe Asset Management's PBD Position: Q2 2023 in Review

Belpointe Asset Management sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2023, closing a stake of 3,500 shares — an estimated $69K sold.

Belpointe Asset Management first reported a position in PBD in Q4 2022 and held it in 2 quarters. The position peaked at $109K in Q4 2022. 73 funds tracked by Wall St. Rank hold PBD as of Q2 2023.

Belpointe Asset Management reported no remaining Invesco Global Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 3,500 Invesco Global Clean Energy ETF shares in Q2 2023, an estimated $69K.
Belpointe Asset Management first reported a position in Invesco Global Clean Energy ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Invesco Global Clean Energy ETF position peaked at $109K in Q4 2022.
73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.