IA
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IFP Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

IFP Advisors’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
Q1 		– Sell
-20
Closed -$1K – 4139
2022
Q4 		$1K Hold
20
– – ﹤0.01% 4432
2022
Q3 		$1K Hold
20
– – ﹤0.01% 4633
2022
Q2 		$1K Hold
20
– – ﹤0.01% 4408
2022
Q1 		$1K Buy
+20
New +$465 ﹤0.01% 4406
2021
Q2 		– Sell
-736
Closed -$22.1K – 3174
2021
Q1 		$23K Buy
736
+700
+1,944% +$25K ﹤0.01% 1798
2020
Q4 		$1K Hold
36
– – ﹤0.01% 2800
2020
Q3 		$1K Hold
36
– – ﹤0.01% 2682
2020
Q2 		$1K Hold
36
– – ﹤0.01% 2578
2020
Q1 		$0 Hold
36
– – ﹤0.01% 2932
2019
Q4 		$1K Hold
36
– – ﹤0.01% 2701
2019
Q3 		$0 Buy
+36
New +$445 ﹤0.01% 3127
2019
Q1 		$0 Hold
36
– – ﹤0.01% 3109
2018
Q4 		$0 Hold
36
– – ﹤0.01% 3776
2018
Q3 		$0 Hold
36
– – ﹤0.01% 3963
2018
Q2 		$0 Hold
36
– – ﹤0.01% 4008
2018
Q1 		$0 Hold
36
– – ﹤0.01% 3807
2017
Q4 		$0 Sell
36
-3,257
-99% -$42.1K ﹤0.01% 4026
2017
Q3 		$42K Hold
3,293
– – ﹤0.01% 2096
2017
Q2 		$39K Buy
3,293
+1,200
+57% +$13.8K ﹤0.01% 2139
2017
Q1 		$23K Hold
2,093
– – ﹤0.01% 2405
2016
Q4 		$22K Hold
2,093
– – ﹤0.01% 2385
2016
Q3 		$23K Hold
2,093
– – ﹤0.01% 2319
2016
Q2 		$22K Buy
2,093
+2,057
+5,714% +$22K ﹤0.01% 2294
2016
Q1 		$0 Sell
36
-3,207
-99% -$32.8K ﹤0.01% 3100
2015
Q4 		$37K Buy
+3,243
New +$36.8K ﹤0.01% 1796

Other funds holding PBD

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
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

IFP Advisors's PBD Position: Q1 2023 in Review

IFP Advisors sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2023, closing a stake of 20 shares — an estimated $1K sold.

IFP Advisors first reported a position in PBD in Q4 2015 and held it in 25 quarters. The position peaked at $42K in Q3 2017. 73 funds tracked by Wall St. Rank hold PBD as of Q1 2023.

  • IFP Advisors reported no remaining Invesco Global Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 20 Invesco Global Clean Energy ETF shares in Q1 2023, an estimated $1K.
  • IFP Advisors first reported a position in Invesco Global Clean Energy ETF in Q4 2015 and held it in 25 quarters.
  • IFP Advisors's Invesco Global Clean Energy ETF position peaked at $42K in Q3 2017.
  • 73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.