CFD
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Creative Financial Designs’s Invesco Global Clean Energy ETF PBD Stock Holding History

Creative Financial Designs’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
-123
Closed -$3K – 1303
2021
Q4 		$3K Buy
+123
New +$3.58K ﹤0.01% 1091

Other funds holding PBD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
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
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Financial Designs's PBD Position: Q1 2022 in Review

Creative Financial Designs sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2022, closing a stake of 123 shares — an estimated $3K sold.

Creative Financial Designs first reported a position in PBD in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 80 funds tracked by Wall St. Rank hold PBD as of Q1 2022.

  • Creative Financial Designs reported no remaining Invesco Global Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Creative Financial Designs sold 123 Invesco Global Clean Energy ETF shares in Q1 2022, an estimated $3K.
  • Creative Financial Designs first reported a position in Invesco Global Clean Energy ETF in Q4 2021 and held it in 1 quarter.
  • Creative Financial Designs's Invesco Global Clean Energy ETF position peaked at $3K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2022.

Based on Creative Financial Designs's 13F filing for Q1 2022, filed 15 Apr 2022.