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Brown, Lisle/Cummings’s Invesco Global Clean Energy ETF PBD Stock Holding History

Brown, Lisle/Cummings’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
Q4 		– Sell
-325
Closed -$4.55K – 654
2024
Q3 		$4.55K Hold
325
– – ﹤0.01% 522
2024
Q2 		$4.39K Buy
+325
New +$4.57K ﹤0.01% 512

Other funds holding PBD

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
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Brown, Lisle/Cummings's PBD Position: Q4 2024 in Review

Brown, Lisle/Cummings sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2024, closing a stake of 325 shares — an estimated $4.55K sold.

Brown, Lisle/Cummings first reported a position in PBD in Q2 2024 and held it in 2 quarters. The position peaked at $4.55K in Q3 2024. 74 funds tracked by Wall St. Rank hold PBD as of Q4 2024.

  • Brown, Lisle/Cummings reported no remaining Invesco Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Brown, Lisle/Cummings sold 325 Invesco Global Clean Energy ETF shares in Q4 2024, an estimated $4.55K.
  • Brown, Lisle/Cummings first reported a position in Invesco Global Clean Energy ETF in Q2 2024 and held it in 2 quarters.
  • Brown, Lisle/Cummings's Invesco Global Clean Energy ETF position peaked at $4.55K in Q3 2024.
  • 74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2024.

Based on Brown, Lisle/Cummings's 13F filing for Q4 2024, filed 27 Jan 2025.