Claraphi Advisory Network’s Invesco Global Clean Energy ETF PBD Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-6,312	Closed	-$202K	–	335
2021 Q1	$202K	Buy	+6,312	New	+$226K	0.06%	292
2020 Q2	–	Sell	-1,948	Closed	-$23K	–	910
2020 Q1	$23K	Buy	+1,948	New	+$27.9K	0.01%	601
2019 Q4	–	Sell	-2,881	Closed	-$35K	–	340
2019 Q3	$35K	Buy	+2,881	New	+$35.6K	0.02%	284

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Claraphi Advisory Network's PBD Position: Q2 2021 in Review

Claraphi Advisory Network sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2021, closing a stake of 6,312 shares — an estimated $202K sold.

Claraphi Advisory Network first reported a position in PBD in Q3 2019 and held it in 3 quarters. The position peaked at $202K in Q1 2021. 81 funds tracked by Wall St. Rank hold PBD as of Q2 2021.

Claraphi Advisory Network reported no remaining Invesco Global Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
Claraphi Advisory Network sold 6,312 Invesco Global Clean Energy ETF shares in Q2 2021, an estimated $202K.
Claraphi Advisory Network first reported a position in Invesco Global Clean Energy ETF in Q3 2019 and held it in 3 quarters.
Claraphi Advisory Network's Invesco Global Clean Energy ETF position peaked at $202K in Q1 2021.
81 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2021.

Based on Claraphi Advisory Network's 13F filing for Q2 2021, filed 16 Aug 2021.