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EverSource Wealth Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

EverSource Wealth Advisors’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
-95
Closed -$3K – 1809
2021
Q4 		$3K Buy
+95
New +$2.76K ﹤0.01% 1446

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

EverSource Wealth Advisors's PBD Position: Q1 2022 in Review

EverSource Wealth Advisors sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2022, closing a stake of 95 shares — an estimated $3K sold.

EverSource Wealth Advisors 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.

  • EverSource Wealth Advisors reported no remaining Invesco Global Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 95 Invesco Global Clean Energy ETF shares in Q1 2022, an estimated $3K.
  • EverSource Wealth Advisors first reported a position in Invesco Global Clean Energy ETF in Q4 2021 and held it in 1 quarter.
  • EverSource Wealth Advisors'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 EverSource Wealth Advisors's 13F filing for Q1 2022, filed 25 May 2022.