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 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

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.