EWM
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Executive Wealth Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Executive Wealth Management’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
2019
Q3 		– Sell
-40
Closed -$1K – 581
2019
Q2 		$1K Buy
+40
New +$489 ﹤0.01% 861

Other funds holding PBD

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QCM
Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Executive Wealth Management's PBD Position: Q3 2019 in Review

Executive Wealth Management sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2019, closing a stake of 40 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in PBD in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 47 funds tracked by Wall St. Rank hold PBD as of Q3 2019.

  • Executive Wealth Management reported no remaining Invesco Global Clean Energy ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 40 Invesco Global Clean Energy ETF shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's Invesco Global Clean Energy ETF position peaked at $1K in Q2 2019.
  • 47 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.