Clean Yield Group’s Invesco Global Clean Energy ETF PBD Stock Holding History

Clean Yield Group’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
2022 Q1	–	Sell	-50	Closed	-$1K	–	494
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	442
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	466
2021 Q2	$2K	Buy	+50	New	+$1.5K	﹤0.01%	447
2021 Q1	–	Sell	-100	Closed	-$3K	–	310
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	407
2020 Q3	$2K	Sell	100 -500	-83%	-$9.69K	﹤0.01%	358
2020 Q2	$10K	Hold	600	–	–	﹤0.01%	300
2020 Q1	$7K	Hold	600	–	–	﹤0.01%	328
2019 Q4	$9K	Hold	600	–	–	﹤0.01%	310
2019 Q3	$7K	Sell	600 -1,600	-73%	-$19.8K	﹤0.01%	308
2019 Q2	$28K	Sell	2,200 -300	-12%	-$3.67K	0.01%	240
2019 Q1	$30K	Sell	2,500 -380	-13%	-$4.45K	0.01%	220
2018 Q4	$30K	Buy	+2,880	New	+$31.9K	0.01%	214
2018 Q3	–	Sell	-20,840	Closed	-$248K	–	138
2018 Q2	$248K	Sell	20,840 -4,985	-19%	-$63.6K	0.1%	122
2018 Q1	$333K	Sell	25,825 -15,015	-37%	-$199K	0.14%	105
2017 Q4	$537K	Sell	40,840 -1,200	-3%	-$15.5K	0.21%	91
2017 Q3	$532K	Sell	42,040 -7,050	-14%	-$86.5K	0.22%	91
2017 Q2	$594K	Sell	49,090 -200	-0.4%	-$2.31K	0.25%	88
2017 Q1	$551K	Sell	49,290 -10,000	-17%	-$109K	0.23%	89
2016 Q4	$617K	Sell	59,290 -21,755	-27%	-$229K	0.28%	79
2016 Q3	$902K	Sell	81,045 -4,000	-5%	-$44.1K	0.39%	68
2016 Q2	$904K	Buy	85,045 +2,400	+3%	+$25.7K	0.39%	68
2016 Q1	$910K	Sell	82,645 -12,110	-13%	-$124K	0.4%	69
2015 Q4	$947K	Sell	94,755 -1,095	-1%	-$12.4K	0.47%	67
2015 Q3	$1.1M	Buy	95,850 +4,900	+5%	+$56K	0.52%	59
2015 Q2	$1.16M	Buy	90,950 +700	+0.8%	+$9.34K	0.53%	64
2015 Q1	$1.13M	Buy	90,250 +3,813	+4%	+$45.5K	0.49%	65
2014 Q4	$996K	Buy	86,437 +17,260	+25%	+$207K	0.45%	72
2014 Q3	$892K	Buy	69,177 +17,355	+33%	+$233K	0.43%	73
2014 Q2	$722K	Buy	51,822 +100	+0.2%	+$1.33K	0.36%	75
2014 Q1	$698K	Hold	51,722	–	–	0.36%	74
2013 Q4	$624K	Sell	51,722 -1,260	-2%	-$15K	0.33%	75
2013 Q3	$607K	Sell	52,982 -200	-0.4%	-$2.12K	0.33%	75
2013 Q2	$519K	Buy	+53,182	New	+$503K	0.3%	75

Other funds holding PBD

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

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

AAS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SMFG

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

CCM

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

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

RJFSA

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

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

Clean Yield Group's PBD Position: Q1 2022 in Review

Clean Yield Group sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2022, closing a stake of 50 shares — an estimated $1K sold.

Clean Yield Group first reported a position in PBD in Q2 2013 and held it in 33 quarters. The position peaked at $1.16M in Q2 2015. 80 funds tracked by Wall St. Rank hold PBD as of Q1 2022.

Clean Yield Group reported no remaining Invesco Global Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
Clean Yield Group sold 50 Invesco Global Clean Energy ETF shares in Q1 2022, an estimated $1K.
Clean Yield Group first reported a position in Invesco Global Clean Energy ETF in Q2 2013 and held it in 33 quarters.
Clean Yield Group's Invesco Global Clean Energy ETF position peaked at $1.16M in Q2 2015.
80 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2022.

Based on Clean Yield Group's 13F filing for Q1 2022, filed 25 Apr 2022.