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

FSA 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 		$1.92K Hold
136
– – ﹤0.01% 546
2023
Q4 		$2K Buy
+136
New +$1.99K ﹤0.01% 535

Other funds holding PBD

AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Financial Engines Advisors
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

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

FSA Wealth Management held its Invesco Global Clean Energy ETF (PBD) position steady in Q1 2024 at 136 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

FSA Wealth Management first reported a position in PBD in Q4 2023 and has held it in 2 quarters since. The position peaked at $2K in Q4 2023. 73 funds tracked by Wall St. Rank hold PBD as of Q1 2024.

  • FSA Wealth Management held 136 shares of Invesco Global Clean Energy ETF worth $1.92K as of Q1 2024.
  • FSA Wealth Management left its Invesco Global Clean Energy ETF share count unchanged in Q1 2024.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q1 2024, its #546 holding.
  • FSA Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q4 2023 and has held it in 2 quarters since.
  • FSA Wealth Management's Invesco Global Clean Energy ETF position peaked at $2K in Q4 2023.
  • 73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.