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

Capital Investment 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
2024 Q4	–	Sell	-48	Closed	-$672	–	982
2024 Q3	$672	Hold	48	–	–	﹤0.01%	970
2024 Q2	$649	Hold	48	–	–	﹤0.01%	949
2024 Q1	$679	Hold	48	–	–	﹤0.01%	940
2023 Q4	$767	Hold	48	–	–	﹤0.01%	962
2023 Q3	$738	Hold	48	–	–	﹤0.01%	931
2023 Q2	$907	Hold	48	–	–	﹤0.01%	863
2023 Q1	$946	Buy	+48	New	+$951	﹤0.01%	861
2021 Q2	–	Sell	-193	Closed	-$6K	–	799
2021 Q1	$6K	Hold	193	–	–	﹤0.01%	682
2020 Q4	$7K	Hold	193	–	–	﹤0.01%	643
2020 Q3	$4K	Hold	193	–	–	﹤0.01%	584
2020 Q2	$3K	Hold	193	–	–	﹤0.01%	533
2020 Q1	$2K	Hold	193	–	–	﹤0.01%	536
2019 Q4	$3K	Hold	193	–	–	﹤0.01%	522
2019 Q3	$2K	Hold	193	–	–	﹤0.01%	1279
2019 Q2	$2K	Hold	193	–	–	﹤0.01%	1293
2019 Q1	$2K	Hold	193	–	–	﹤0.01%	1119
2018 Q4	$2K	Buy	+193	New	+$2.14K	﹤0.01%	1071

Other funds holding PBD

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

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 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

Capital Investment Advisory Services's PBD Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2024, closing a stake of 48 shares — an estimated $672 sold.

Capital Investment Advisory Services first reported a position in PBD in Q4 2018 and held it in 17 quarters. The position peaked at $7K in Q4 2020. 74 funds tracked by Wall St. Rank hold PBD as of Q4 2024.

Capital Investment Advisory Services reported no remaining Invesco Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 48 Invesco Global Clean Energy ETF shares in Q4 2024, an estimated $672.
Capital Investment Advisory Services first reported a position in Invesco Global Clean Energy ETF in Q4 2018 and held it in 17 quarters.
Capital Investment Advisory Services's Invesco Global Clean Energy ETF position peaked at $7K in Q4 2020.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.