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

Focused 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
2024 Q1	–	Sell	-53	Closed	-$849	–	721
2023 Q4	$849	Hold	53	–	–	﹤0.01%	867
2023 Q3	$808	Buy	53 +1	+2%	+$18	﹤0.01%	869
2023 Q2	$990	Hold	52	–	–	﹤0.01%	883
2023 Q1	$1.02K	Hold	52	–	–	﹤0.01%	865
2022 Q4	$950	Buy	52 +1	+2%	+$19	﹤0.01%	874
2022 Q3	$1K	Hold	51	–	–	﹤0.01%	880
2022 Q2	$1K	Sell	51 -35	-41%	-$758	﹤0.01%	858
2022 Q1	$2K	Hold	86	–	–	﹤0.01%	803
2021 Q4	$2K	Buy	86 +1	+1%	+$29	﹤0.01%	820
2021 Q3	$2K	Sell	85 -29	-25%	-$850	﹤0.01%	821
2021 Q2	$4K	Hold	114	–	–	﹤0.01%	759
2021 Q1	$4K	Buy	+114	New	+$4.08K	﹤0.01%	750

Other funds holding PBD

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 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

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

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

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

Focused Wealth Management's PBD Position: Q1 2024 in Review

Focused Wealth Management sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2024, closing a stake of 53 shares — an estimated $849 sold.

Focused Wealth Management first reported a position in PBD in Q1 2021 and held it in 12 quarters. The position peaked at $4K in Q2 2021. 73 funds tracked by Wall St. Rank hold PBD as of Q1 2024.

Focused Wealth Management reported no remaining Invesco Global Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 53 Invesco Global Clean Energy ETF shares in Q1 2024, an estimated $849.
Focused Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q1 2021 and held it in 12 quarters.
Focused Wealth Management's Invesco Global Clean Energy ETF position peaked at $4K in Q2 2021.
73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.