JP Morgan Private Wealth Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

JP Morgan Private Wealth 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 Q3	$190K	Sell	12,330 -775	-6%	-$13.8K	﹤0.01%	1636
2023 Q2	$248K	Sell	13,105 -805	-6%	-$15K	﹤0.01%	1318
2023 Q1	$274K	Hold	13,910	–	–	﹤0.01%	1716
2022 Q4	$255K	Sell	13,910 -1,363	-9%	-$26.4K	﹤0.01%	1717
2022 Q3	$291K	Buy	15,273 +3,170	+26%	+$69.4K	﹤0.01%	1659
2022 Q2	$237K	Sell	12,103 -4,310	-26%	-$93.3K	﹤0.01%	1762
2022 Q1	$407K	Buy	16,413 +538	+3%	+$12.5K	﹤0.01%	1619
2021 Q4	$426K	Buy	15,875 +1,795	+13%	+$52.2K	﹤0.01%	1613
2021 Q3	$393K	Buy	14,080 +800	+6%	+$23.5K	﹤0.01%	1598
2021 Q2	$411K	Buy	13,280 +850	+7%	+$25.5K	﹤0.01%	1553
2021 Q1	$398K	Buy	12,430 +2,625	+27%	+$93.9K	﹤0.01%	1415
2020 Q4	$341K	Hold	9,805	–	–	﹤0.01%	1449
2020 Q3	$215K	Buy	+9,805	New	+$190K	﹤0.01%	1499
2020 Q2	–	Sell	-12,025	Closed	-$139K	–	1586
2020 Q1	$139K	Sell	12,025 -670	-5%	-$9.6K	﹤0.01%	1338
2019 Q4	$182K	Buy	+12,695	New	+$165K	﹤0.01%	1414

Other funds holding PBD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

CCM

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

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

JP Morgan Private Wealth Advisors's PBD Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Invesco Global Clean Energy ETF (PBD) stake by 5.9% in Q3 2023, selling an estimated $13.8K and leaving 12,330 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

JP Morgan Private Wealth Advisors first reported a position in PBD in Q4 2019 and has held it in 15 quarters since. The position peaked at $426K in Q4 2021. 73 funds tracked by Wall St. Rank hold PBD as of Q3 2023.

JP Morgan Private Wealth Advisors held 12,330 shares of Invesco Global Clean Energy ETF worth $190K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 775 Invesco Global Clean Energy ETF shares in Q3 2023, an estimated $13.8K.
Invesco Global Clean Energy ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1636 holding.
JP Morgan Private Wealth Advisors first reported a position in Invesco Global Clean Energy ETF in Q4 2019 and has held it in 15 quarters since.
JP Morgan Private Wealth Advisors's Invesco Global Clean Energy ETF position peaked at $426K in Q4 2021.
73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.