IAG Wealth Partners’s Invesco Global Clean Energy ETF PBD Stock Holding History

IAG Wealth Partners’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
2023 Q4	–	Sell	-141	Closed	-$2.17K	–	461
2023 Q3	$2.17K	Hold	141	–	–	﹤0.01%	396
2023 Q2	$2.67K	Buy	+141	New	+$2.63K	﹤0.01%	400

Other funds holding PBD

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

CCM

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

IAG Wealth Partners's PBD Position: Q4 2023 in Review

IAG Wealth Partners sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2023, closing a stake of 141 shares — an estimated $2.17K sold.

IAG Wealth Partners first reported a position in PBD in Q2 2023 and held it in 2 quarters. The position peaked at $2.67K in Q2 2023. 77 funds tracked by Wall St. Rank hold PBD as of Q4 2023.

IAG Wealth Partners reported no remaining Invesco Global Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
IAG Wealth Partners sold 141 Invesco Global Clean Energy ETF shares in Q4 2023, an estimated $2.17K.
IAG Wealth Partners first reported a position in Invesco Global Clean Energy ETF in Q2 2023 and held it in 2 quarters.
IAG Wealth Partners's Invesco Global Clean Energy ETF position peaked at $2.67K in Q2 2023.
77 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2023.

Based on IAG Wealth Partners's 13F filing for Q4 2023, filed 2 Feb 2024.