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Farther Finance Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

Farther Finance 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
2024
Q1 		– Sell
-198
Closed -$3.16K – 3694
2023
Q4 		$3.16K Hold
198
– – ﹤0.01% 2206
2023
Q3 		$3.05K Hold
198
– – ﹤0.01% 1691
2023
Q2 		$3.74K Buy
+198
New +$3.7K ﹤0.01% 1535

Other funds holding PBD

AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Farther Finance Advisors's PBD Position: Q1 2024 in Review

Farther Finance Advisors sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2024, closing a stake of 198 shares — an estimated $3.16K sold.

Farther Finance Advisors first reported a position in PBD in Q2 2023 and held it in 3 quarters. The position peaked at $3.74K in Q2 2023. 73 funds tracked by Wall St. Rank hold PBD as of Q1 2024.

  • Farther Finance Advisors reported no remaining Invesco Global Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 198 Invesco Global Clean Energy ETF shares in Q1 2024, an estimated $3.16K.
  • Farther Finance Advisors first reported a position in Invesco Global Clean Energy ETF in Q2 2023 and held it in 3 quarters.
  • Farther Finance Advisors's Invesco Global Clean Energy ETF position peaked at $3.74K in Q2 2023.
  • 73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2024.

Based on Farther Finance Advisors's 13F filing for Q1 2024, filed 14 May 2024.