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International Assets Investment Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

International Assets Investment 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
2023
Q1 		– Sell
-256,128
Closed -$9.39M – 1326
2022
Q4 		$9.39M Buy
+256,128
New +$4.96M 0.97% 14

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

International Assets Investment Management's PBD Position: Q1 2023 in Review

International Assets Investment Management sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2023, closing a stake of 256,128 shares — an estimated $9.39M sold.

International Assets Investment Management first reported a position in PBD in Q4 2022 and held it in 1 quarter. The position peaked at $9.39M in Q4 2022. 73 funds tracked by Wall St. Rank hold PBD as of Q1 2023.

  • International Assets Investment Management reported no remaining Invesco Global Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
  • International Assets Investment Management sold 256,128 Invesco Global Clean Energy ETF shares in Q1 2023, an estimated $9.39M.
  • International Assets Investment Management first reported a position in Invesco Global Clean Energy ETF in Q4 2022 and held it in 1 quarter.
  • International Assets Investment Management's Invesco Global Clean Energy ETF position peaked at $9.39M in Q4 2022.
  • 73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2023.

Based on International Assets Investment Management's 13F filing for Q1 2023, filed 19 Apr 2023.