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

Financial Management Professionals’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
2021 Q4	–	Sell	-200	Closed	-$6K	–	1055
2021 Q3	$6K	Hold	200	–	–	﹤0.01%	568
2021 Q2	$6K	Hold	200	–	–	﹤0.01%	490
2021 Q1	$6K	Hold	200	–	–	﹤0.01%	453
2020 Q4	$7K	Hold	200	–	–	﹤0.01%	413
2020 Q3	$4K	Hold	200	–	–	﹤0.01%	436
2020 Q2	$3K	Hold	200	–	–	﹤0.01%	459
2020 Q1	$2K	Hold	200	–	–	﹤0.01%	257
2019 Q4	$3K	Hold	200	–	–	﹤0.01%	257
2019 Q3	$2K	Hold	200	–	–	﹤0.01%	257
2019 Q2	$3K	Hold	200	–	–	﹤0.01%	263
2019 Q1	$2K	Hold	200	–	–	﹤0.01%	234
2018 Q4	$2K	Hold	200	–	–	﹤0.01%	232
2018 Q3	$2K	Hold	200	–	–	﹤0.01%	247
2018 Q2	$2K	Hold	200	–	–	﹤0.01%	241
2018 Q1	$3K	Hold	200	–	–	﹤0.01%	237
2017 Q4	$2K	Hold	200	–	–	﹤0.01%	202
2017 Q3	$2K	Hold	200	–	–	﹤0.01%	206
2017 Q2	$2K	Hold	200	–	–	﹤0.01%	224
2017 Q1	$2K	Hold	200	–	–	﹤0.01%	249
2016 Q4	$2K	Hold	200	–	–	﹤0.01%	246
2016 Q3	$2K	Hold	200	–	–	﹤0.01%	270
2016 Q2	$2K	Hold	200	–	–	﹤0.01%	377
2016 Q1	$2K	Hold	200	–	–	﹤0.01%	224
2015 Q4	$2K	Hold	200	–	–	﹤0.01%	216
2015 Q3	$2K	Hold	200	–	–	﹤0.01%	236
2015 Q2	$2K	Hold	200	–	–	﹤0.01%	237
2015 Q1	$3K	Hold	200	–	–	﹤0.01%	240
2014 Q4	$2K	Hold	200	–	–	﹤0.01%	267
2014 Q3	$2K	Hold	200	–	–	﹤0.01%	228
2014 Q2	$2K	Hold	200	–	–	﹤0.01%	229
2014 Q1	$3K	Hold	200	–	–	﹤0.01%	219
2013 Q4	$2K	Hold	200	–	–	﹤0.01%	241
2013 Q3	$2K	Hold	200	–	–	﹤0.01%	238
2013 Q2	$2K	Buy	+200	New	+$1.89K	﹤0.01%	231

Other funds holding PBD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCM

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

QCM

Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

Financial Management Professionals's PBD Position: Q4 2021 in Review

Financial Management Professionals sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2021, closing a stake of 200 shares — an estimated $6K sold.

Financial Management Professionals first reported a position in PBD in Q2 2013 and held it in 34 quarters. The position peaked at $7K in Q4 2020. 88 funds tracked by Wall St. Rank hold PBD as of Q4 2021.

Financial Management Professionals reported no remaining Invesco Global Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
Financial Management Professionals sold 200 Invesco Global Clean Energy ETF shares in Q4 2021, an estimated $6K.
Financial Management Professionals first reported a position in Invesco Global Clean Energy ETF in Q2 2013 and held it in 34 quarters.
Financial Management Professionals's Invesco Global Clean Energy ETF position peaked at $7K in Q4 2020.
88 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2021.

Based on Financial Management Professionals's 13F filing for Q4 2021, filed 28 Jan 2022.