Integer Wealth Advisors Group’s Invesco Global Clean Energy ETF PBD Stock Holding History

Integer Wealth Advisors 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
2021 Q1	$1.78M	Buy	56,089 +2,007	+4%	+$71.8K	0.97%	29
2020 Q4	$2.04M	Buy	54,082 +24,472	+83%	+$674K	1.34%	24
2020 Q3	$650K	Buy	29,610 +7,252	+32%	+$141K	0.6%	35
2020 Q2	$384K	Buy	22,358 +2,440	+12%	+$33.8K	0.39%	38
2020 Q1	$274K	Buy	+19,918	New	+$286K	0.31%	47

Other funds holding PBD

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

CCM

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Integer Wealth Advisors Group's PBD Position: Q1 2021 in Review

Integer Wealth Advisors Group increased its Invesco Global Clean Energy ETF (PBD) stake by 3.7% in Q1 2021, buying an estimated $71.8K and bringing the position to 56,089 shares worth $1.78M. The position accounts for 0.97% of the portfolio, ranked #29.

Integer Wealth Advisors Group first reported a position in PBD in Q1 2020 and has held it in 5 quarters since. The position peaked at $2.04M in Q4 2020. 79 funds tracked by Wall St. Rank hold PBD as of Q1 2021.

Integer Wealth Advisors Group held 56,089 shares of Invesco Global Clean Energy ETF worth $1.78M as of Q1 2021.
Integer Wealth Advisors Group bought 2,007 Invesco Global Clean Energy ETF shares in Q1 2021, an estimated $71.8K.
Invesco Global Clean Energy ETF made up 0.97% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #29 holding.
Integer Wealth Advisors Group first reported a position in Invesco Global Clean Energy ETF in Q1 2020 and has held it in 5 quarters since.
Integer Wealth Advisors Group's Invesco Global Clean Energy ETF position peaked at $2.04M in Q4 2020.
79 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.