Creative Planning
PBD icon

Creative Planning’s Invesco Global Clean Energy ETF PBD Stock Holding History

Creative Planning’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
-16,955
Closed -$320K – 3001
2023
Q2 		$320K Buy
16,955
+3,463
+26% +$64.6K ﹤0.01% 1861
2023
Q1 		$266K Sell
13,492
-466
-3% -$9.23K ﹤0.01% 1903
2022
Q4 		$256K Buy
13,958
+13
+0.1% +$252 ﹤0.01% 1831
2022
Q3 		$266K Sell
13,945
-1,197
-8% -$26.2K ﹤0.01% 1723
2022
Q2 		$297K Sell
15,142
-799
-5% -$17.3K ﹤0.01% 1616
2022
Q1 		$395K Sell
15,941
-1,952
-11% -$45.3K ﹤0.01% 1461
2021
Q4 		$480K Buy
17,893
+1
+0% +$29 ﹤0.01% 1326
2021
Q3 		$499K Buy
17,892
+4,786
+37% +$140K ﹤0.01% 1294
2021
Q2 		$406K Sell
13,106
-3,588
-21% -$108K ﹤0.01% 1395
2021
Q1 		$534K Buy
16,694
+146
+0.9% +$5.22K ﹤0.01% 1394
2020
Q4 		$575K Buy
16,548
+2,631
+19% +$72.4K ﹤0.01% 1237
2020
Q3 		$305K Hold
13,917
– – ﹤0.01% 1418
2020
Q2 		$221K Hold
13,917
– – ﹤0.01% 1474
2020
Q1 		$161K Sell
13,917
-5,153
-27% -$73.9K ﹤0.01% 1442
2019
Q4 		$273K Sell
19,070
-1,080
-5% -$14K ﹤0.01% 1454
2019
Q3 		$245K Buy
20,150
+2,651
+15% +$32.8K ﹤0.01% 1485
2019
Q2 		$220K Sell
17,499
-9,623
-35% -$118K ﹤0.01% 1554
2019
Q1 		$325K Sell
27,122
-6,196
-19% -$72.6K ﹤0.01% 1289
2018
Q4 		$347K Sell
33,318
-3,161
-9% -$35K ﹤0.01% 1150
2018
Q3 		$437K Sell
36,479
-4,557
-11% -$54.3K ﹤0.01% 1164
2018
Q2 		$485K Sell
41,036
-838
-2% -$10.7K ﹤0.01% 1088
2018
Q1 		$540K Sell
41,874
-6,355
-13% -$84.1K ﹤0.01% 1044
2017
Q4 		$634K Buy
48,229
+3,809
+9% +$49.2K ﹤0.01% 936
2017
Q3 		$562K Buy
44,420
+4,236
+11% +$52K ﹤0.01% 994
2017
Q2 		$479K Buy
40,184
+13,212
+49% +$152K ﹤0.01% 1032
2017
Q1 		$302K Buy
26,972
+3,536
+15% +$38.5K ﹤0.01% 1257
2016
Q4 		$244K Sell
23,436
-7,209
-24% -$75.7K ﹤0.01% 1301
2016
Q3 		$341K Buy
30,645
+223
+0.7% +$2.46K ﹤0.01% 1110
2016
Q2 		$323K Buy
30,422
+2,291
+8% +$24.6K ﹤0.01% 998
2016
Q1 		$305K Buy
28,131
+2,634
+10% +$26.9K ﹤0.01% 989
2015
Q4 		$291K Buy
25,497
+926
+4% +$10.5K ﹤0.01% 1003
2015
Q3 		$260K Buy
24,571
+606
+3% +$6.93K ﹤0.01% 1040
2015
Q2 		$305K Buy
23,965
+1,867
+8% +$24.9K ﹤0.01% 793
2015
Q1 		$278K Buy
22,098
+21,679
+5,174% +$259K ﹤0.01% 1037
2014
Q4 		$5K Hold
419
– – ﹤0.01% 3505
2014
Q3 		$5K Buy
419
+135
+48% +$1.82K ﹤0.01% 3304
2014
Q2 		$4K Hold
284
– – ﹤0.01% 3314
2014
Q1 		$4K Hold
284
– – ﹤0.01% 3181
2013
Q4 		$3K Hold
284
– – ﹤0.01% 3008
2013
Q3 		$3K Hold
284
– – ﹤0.01% 2900
2013
Q2 		$3K Buy
+284
New +$2.69K ﹤0.01% 2721

Other funds holding PBD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameritas Advisory Services
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Creative Planning's PBD Position: Q3 2023 in Review

Creative Planning sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2023, closing a stake of 16,955 shares — an estimated $320K sold.

Creative Planning first reported a position in PBD in Q2 2013 and held it in 41 quarters. The position peaked at $634K in Q4 2017. 73 funds tracked by Wall St. Rank hold PBD as of Q3 2023.

  • Creative Planning reported no remaining Invesco Global Clean Energy ETF position as of Q3 2023 after selling out during the quarter.
  • Creative Planning sold 16,955 Invesco Global Clean Energy ETF shares in Q3 2023, an estimated $320K.
  • Creative Planning first reported a position in Invesco Global Clean Energy ETF in Q2 2013 and held it in 41 quarters.
  • Creative Planning's Invesco Global Clean Energy ETF position peaked at $634K in Q4 2017.
  • 73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.