Commerce Bank’s Invesco Global Clean Energy ETF PBD Stock Holding History

Commerce Bank’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
2023 Q3	–	Sell	-14,390	Closed	-$272K	–	1171
2023 Q2	$272K	Hold	14,390	–	–	﹤0.01%	1004
2023 Q1	$284K	Hold	14,390	–	–	﹤0.01%	1000
2022 Q4	$264K	Hold	14,390	–	–	﹤0.01%	1009
2022 Q3	$274K	Hold	14,390	–	–	﹤0.01%	975
2022 Q2	$282K	Hold	14,390	–	–	﹤0.01%	969
2022 Q1	$357K	Hold	14,390	–	–	﹤0.01%	934
2021 Q4	$386K	Hold	14,390	–	–	﹤0.01%	935
2021 Q3	$401K	Hold	14,390	–	–	﹤0.01%	904
2021 Q2	$446K	Hold	14,390	–	–	﹤0.01%	874
2021 Q1	$460K	Hold	14,390	–	–	﹤0.01%	846
2020 Q4	$500K	Hold	14,390	–	–	﹤0.01%	773
2020 Q3	$316K	Hold	14,390	–	–	﹤0.01%	840
2020 Q2	$228K	Hold	14,390	–	–	﹤0.01%	915
2020 Q1	$166K	Buy	+14,390	New	+$206K	﹤0.01%	889
2014 Q4	–	Sell	-16,855	Closed	-$218K	–	838
2014 Q3	$218K	Sell	16,855 -1,755	-9%	-$23.6K	﹤0.01%	753
2014 Q2	$259K	Sell	18,610 -775	-4%	-$10.3K	﹤0.01%	693
2014 Q1	$262K	Hold	19,385	–	–	﹤0.01%	681
2013 Q4	$234K	Sell	19,385 -95	-0.5%	-$1.13K	﹤0.01%	694
2013 Q3	$223K	Sell	19,480 -255	-1%	-$2.7K	﹤0.01%	690
2013 Q2	$193K	Buy	+19,735	New	+$187K	﹤0.01%	722

Other funds holding PBD

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

AAS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCM

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

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

Commerce Bank's PBD Position: Q3 2023 in Review

Commerce Bank sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2023, closing a stake of 14,390 shares — an estimated $272K sold.

Commerce Bank first reported a position in PBD in Q2 2013 and held it in 20 quarters. The position peaked at $500K in Q4 2020. 73 funds tracked by Wall St. Rank hold PBD as of Q3 2023.

Commerce Bank reported no remaining Invesco Global Clean Energy ETF position as of Q3 2023 after selling out during the quarter.
Commerce Bank sold 14,390 Invesco Global Clean Energy ETF shares in Q3 2023, an estimated $272K.
Commerce Bank first reported a position in Invesco Global Clean Energy ETF in Q2 2013 and held it in 20 quarters.
Commerce Bank's Invesco Global Clean Energy ETF position peaked at $500K in Q4 2020.
73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2023.

Based on Commerce Bank's 13F filing for Q3 2023, filed 14 Nov 2023.