Comprehensive Financial Consultants Institutional’s Invesco Global Clean Energy ETF PBD Stock Holding History

Comprehensive Financial Consultants Institutional’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	-2,240	Closed	-$49K	–	385
2021 Q4	$49K	Buy	+2,240	New	+$65.1K	0.03%	235

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

Comprehensive Financial Consultants Institutional's PBD Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2022, closing a stake of 2,240 shares — an estimated $49K sold.

Comprehensive Financial Consultants Institutional first reported a position in PBD in Q4 2021 and held it in 1 quarter. The position peaked at $49K in Q4 2021. 80 funds tracked by Wall St. Rank hold PBD as of Q1 2022.

Comprehensive Financial Consultants Institutional reported no remaining Invesco Global Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
Comprehensive Financial Consultants Institutional sold 2,240 Invesco Global Clean Energy ETF shares in Q1 2022, an estimated $49K.
Comprehensive Financial Consultants Institutional first reported a position in Invesco Global Clean Energy ETF in Q4 2021 and held it in 1 quarter.
Comprehensive Financial Consultants Institutional's Invesco Global Clean Energy ETF position peaked at $49K in Q4 2021.
80 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.