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Blue Trust Inc’s Invesco Global Clean Energy ETF PBD Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-187
Closed -$2.65K – 2971
2024
Q2 		$2.65K Hold
187
– – ﹤0.01% 2377
2024
Q1 		$2.65K Buy
+187
New +$2.63K ﹤0.01% 1766

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Financial Engines Advisors
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

Blue Trust Inc's PBD Position: Q3 2024 in Review

Blue Trust Inc sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2024, closing a stake of 187 shares — an estimated $2.65K sold.

Blue Trust Inc first reported a position in PBD in Q1 2024 and held it in 2 quarters. The position peaked at $2.65K in Q2 2024. 71 funds tracked by Wall St. Rank hold PBD as of Q3 2024.

  • Blue Trust Inc reported no remaining Invesco Global Clean Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Blue Trust Inc sold 187 Invesco Global Clean Energy ETF shares in Q3 2024, an estimated $2.65K.
  • Blue Trust Inc first reported a position in Invesco Global Clean Energy ETF in Q1 2024 and held it in 2 quarters.
  • Blue Trust Inc's Invesco Global Clean Energy ETF position peaked at $2.65K in Q2 2024.
  • 71 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2024.

Based on Blue Trust Inc's 13F filing for Q3 2024, filed 17 Oct 2024.