First Command Advisory Services’s Invesco Global Clean Energy ETF PBD Stock Holding History

First Command Advisory Services’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 Q2	–	Sell	-112	Closed	-$1.58K	–	594
2024 Q1	$1.58K	Hold	112	–	–	﹤0.01%	457
2023 Q4	$1.79K	Buy	+112	New	+$1.64K	﹤0.01%	431
2023 Q1	–	Sell	-32	Closed	–	–	205
2022 Q4	$0	Buy	+32	New	+$620	﹤0.01%	166

Other funds holding PBD

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

First Command Advisory Services's PBD Position: Q2 2024 in Review

First Command Advisory Services sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2024, closing a stake of 112 shares — an estimated $1.58K sold.

First Command Advisory Services first reported a position in PBD in Q4 2022 and held it in 3 quarters. The position peaked at $1.79K in Q4 2023. 73 funds tracked by Wall St. Rank hold PBD as of Q2 2024.

First Command Advisory Services reported no remaining Invesco Global Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
First Command Advisory Services sold 112 Invesco Global Clean Energy ETF shares in Q2 2024, an estimated $1.58K.
First Command Advisory Services first reported a position in Invesco Global Clean Energy ETF in Q4 2022 and held it in 3 quarters.
First Command Advisory Services's Invesco Global Clean Energy ETF position peaked at $1.79K in Q4 2023.
73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2024.

Based on First Command Advisory Services's 13F filing for Q2 2024, filed 26 Jul 2024.