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

FourThought Financial’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
2022 Q3	$0	Hold	19	–	–	﹤0.01%	1547
2022 Q2	$0	Hold	19	–	–	﹤0.01%	1528
2022 Q1	$0	Hold	19	–	–	﹤0.01%	1538
2021 Q4	$1K	Hold	19	–	–	﹤0.01%	1452
2021 Q3	$1K	Hold	19	–	–	﹤0.01%	1485
2021 Q2	$1K	Hold	19	–	–	﹤0.01%	1471
2021 Q1	$1K	Hold	19	–	–	﹤0.01%	1439
2020 Q4	$1K	Buy	+19	New	+$523	﹤0.01%	1428

Other funds holding PBD

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

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

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

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

CCM

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

FourThought Financial's PBD Position: Q3 2022 in Review

FourThought Financial held its Invesco Global Clean Energy ETF (PBD) position steady in Q3 2022 at 19 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1547.

FourThought Financial first reported a position in PBD in Q4 2020 and has held it in 8 quarters since. The position peaked at $1K in Q4 2021. 74 funds tracked by Wall St. Rank hold PBD as of Q3 2022.

FourThought Financial held 19 shares of Invesco Global Clean Energy ETF worth $0 as of Q3 2022.
FourThought Financial left its Invesco Global Clean Energy ETF share count unchanged in Q3 2022.
Invesco Global Clean Energy ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1547 holding.
FourThought Financial first reported a position in Invesco Global Clean Energy ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Invesco Global Clean Energy ETF position peaked at $1K in Q4 2021.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.