Highlander Capital Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Highlander Capital 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
2022 Q2	–	Sell	-50	Closed	-$1K	–	643
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	597
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	582
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	577
2021 Q2	$2K	Hold	50	–	–	﹤0.01%	573
2021 Q1	$2K	Buy	+50	New	+$1.79K	﹤0.01%	582

Other funds holding PBD

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

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

CCM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Highlander Capital Management's PBD Position: Q2 2022 in Review

Highlander Capital Management sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2022, closing a stake of 50 shares — an estimated $1K sold.

Highlander Capital Management first reported a position in PBD in Q1 2021 and held it in 5 quarters. The position peaked at $2K in Q2 2021. 75 funds tracked by Wall St. Rank hold PBD as of Q2 2022.

Highlander Capital Management reported no remaining Invesco Global Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
Highlander Capital Management sold 50 Invesco Global Clean Energy ETF shares in Q2 2022, an estimated $1K.
Highlander Capital Management first reported a position in Invesco Global Clean Energy ETF in Q1 2021 and held it in 5 quarters.
Highlander Capital Management's Invesco Global Clean Energy ETF position peaked at $2K in Q2 2021.
75 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2022.

Based on Highlander Capital Management's 13F filing for Q2 2022, filed 15 Aug 2022.