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Great Valley Advisor Group’s Invesco Global Clean Energy ETF PBD Stock Holding History

Great Valley Advisor Group’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
Q4 		– Sell
-34,139
Closed -$651K – 732
2022
Q3 		$651K Sell
34,139
-2,679
-7% -$58.6K 0.04% 376
2022
Q2 		$722K Sell
36,818
-11,224
-23% -$243K 0.04% 357
2022
Q1 		$1.19M Buy
+48,042
New +$1.12M 0.07% 258

Other funds holding PBD

IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Great Valley Advisor Group's PBD Position: Q4 2022 in Review

Great Valley Advisor Group sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2022, closing a stake of 34,139 shares — an estimated $651K sold.

Great Valley Advisor Group first reported a position in PBD in Q1 2022 and held it in 3 quarters. The position peaked at $1.19M in Q1 2022. 74 funds tracked by Wall St. Rank hold PBD as of Q4 2022.

  • Great Valley Advisor Group reported no remaining Invesco Global Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
  • Great Valley Advisor Group sold 34,139 Invesco Global Clean Energy ETF shares in Q4 2022, an estimated $651K.
  • Great Valley Advisor Group first reported a position in Invesco Global Clean Energy ETF in Q1 2022 and held it in 3 quarters.
  • Great Valley Advisor Group's Invesco Global Clean Energy ETF position peaked at $1.19M in Q1 2022.
  • 74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2022.

Based on Great Valley Advisor Group's 13F filing for Q4 2022, filed 1 Feb 2023.