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

Evoke Wealth’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
Q4 		– Sell
-8
Closed – – 905
2022
Q3 		$0 Hold
8
– – ﹤0.01% 1234
2022
Q2 		$0 Hold
8
– – ﹤0.01% 1219
2022
Q1 		$0 Sell
8
-106
-93% -$2.46K ﹤0.01% 1233
2021
Q4 		$3K Buy
+114
New +$3.31K ﹤0.01% 1000

Other funds holding PBD

IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
LPL Financial
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Evoke Wealth's PBD Position: Q4 2022 in Review

Evoke Wealth sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2022, closing a stake of 8 shares.

Evoke Wealth first reported a position in PBD in Q4 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 74 funds tracked by Wall St. Rank hold PBD as of Q4 2022.

  • Evoke Wealth reported no remaining Invesco Global Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 8 Invesco Global Clean Energy ETF shares in Q4 2022.
  • Evoke Wealth first reported a position in Invesco Global Clean Energy ETF in Q4 2021 and held it in 4 quarters.
  • Evoke Wealth's Invesco Global Clean Energy ETF position peaked at $3K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.