Capital Advisory Group Advisory Services’s Invesco Global Clean Energy ETF PBD Stock Holding History

Capital Advisory Group Advisory Services’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
2021 Q4	–	Sell	-389	Closed	-$11K	–	393
2021 Q3	$11K	Hold	389	–	–	﹤0.01%	384
2021 Q2	$12K	Hold	389	–	–	﹤0.01%	378
2021 Q1	$12K	Buy	+389	New	+$13.9K	﹤0.01%	365

Other funds holding PBD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

SMFG

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

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

AAS

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

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

CCM

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

QCM

Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

Capital Advisory Group Advisory Services's PBD Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2021, closing a stake of 389 shares — an estimated $11K sold.

Capital Advisory Group Advisory Services first reported a position in PBD in Q1 2021 and held it in 3 quarters. The position peaked at $12K in Q2 2021. 88 funds tracked by Wall St. Rank hold PBD as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining Invesco Global Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 389 Invesco Global Clean Energy ETF shares in Q4 2021, an estimated $11K.
Capital Advisory Group Advisory Services first reported a position in Invesco Global Clean Energy ETF in Q1 2021 and held it in 3 quarters.
Capital Advisory Group Advisory Services's Invesco Global Clean Energy ETF position peaked at $12K in Q2 2021.
88 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.