Financial Advocates Investment Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Financial Advocates Investment 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
2023 Q4	–	Sell	-28,206	Closed	-$436K	–	769
2023 Q3	$436K	Sell	28,206 -9,136	-24%	-$163K	0.03%	446
2023 Q2	$706K	Buy	37,342 +5,854	+19%	+$109K	0.05%	329
2023 Q1	$621K	Buy	31,488 +2,958	+10%	+$58.6K	0.04%	382
2022 Q4	$524K	Buy	28,530 +3,570	+14%	+$69.1K	0.04%	442
2022 Q3	$482K	Buy	24,960 +3,724	+18%	+$81.5K	0.04%	425
2022 Q2	$416K	Sell	21,236 -6,243	-23%	-$135K	0.03%	433
2022 Q1	$682K	Buy	27,479 +8,851	+48%	+$206K	0.04%	378
2021 Q4	$500K	Buy	18,628 +3,419	+22%	+$99.4K	0.03%	487
2021 Q3	$426K	Sell	15,209 -5,453	-26%	-$160K	0.03%	514
2021 Q2	$640K	Buy	20,662 +6,764	+49%	+$203K	0.04%	422
2021 Q1	$445K	Buy	+13,898	New	+$497K	0.03%	507

Other funds holding PBD

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

CCM

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

Financial Advocates Investment Management's PBD Position: Q4 2023 in Review

Financial Advocates Investment Management sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2023, closing a stake of 28,206 shares — an estimated $436K sold.

Financial Advocates Investment Management first reported a position in PBD in Q1 2021 and held it in 11 quarters. The position peaked at $706K in Q2 2023. 77 funds tracked by Wall St. Rank hold PBD as of Q4 2023.

Financial Advocates Investment Management reported no remaining Invesco Global Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 28,206 Invesco Global Clean Energy ETF shares in Q4 2023, an estimated $436K.
Financial Advocates Investment Management first reported a position in Invesco Global Clean Energy ETF in Q1 2021 and held it in 11 quarters.
Financial Advocates Investment Management's Invesco Global Clean Energy ETF position peaked at $706K in Q2 2023.
77 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2023.

Based on Financial Advocates Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.