D.J. St. Germain’s Invesco Global Clean Energy ETF PBD Stock Holding History

D.J. St. Germain’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
2024 Q4	–	Sell	-80	Closed	-$1.12K	–	857
2024 Q3	$1.12K	Hold	80	–	–	﹤0.01%	703
2024 Q2	$1.08K	Hold	80	–	–	﹤0.01%	717
2024 Q1	$1.13K	Hold	80	–	–	﹤0.01%	716
2023 Q4	$1.28K	Hold	80	–	–	﹤0.01%	712
2023 Q3	$1.23K	Hold	80	–	–	﹤0.01%	684
2023 Q2	$1.51K	Buy	+80	New	+$1.49K	﹤0.01%	660

Other funds holding PBD

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

AAS

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

CCM

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

D.J. St. Germain's PBD Position: Q4 2024 in Review

D.J. St. Germain sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2024, closing a stake of 80 shares — an estimated $1.12K sold.

D.J. St. Germain first reported a position in PBD in Q2 2023 and held it in 6 quarters. The position peaked at $1.51K in Q2 2023. 74 funds tracked by Wall St. Rank hold PBD as of Q4 2024.

D.J. St. Germain reported no remaining Invesco Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
D.J. St. Germain sold 80 Invesco Global Clean Energy ETF shares in Q4 2024, an estimated $1.12K.
D.J. St. Germain first reported a position in Invesco Global Clean Energy ETF in Q2 2023 and held it in 6 quarters.
D.J. St. Germain's Invesco Global Clean Energy ETF position peaked at $1.51K in Q2 2023.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2024.

Based on D.J. St. Germain's 13F filing for Q4 2024, filed 10 Jan 2025.