Kings Point Capital Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Kings Point Capital 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
2022 Q1	$16K	Buy	+657	New	+$15.3K	﹤0.01%	524

Other funds holding PBD

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 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

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

Kings Point Capital Management's PBD Position: Q1 2022 in Review

Kings Point Capital Management opened a new position in Invesco Global Clean Energy ETF (PBD) in Q1 2022: 657 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #524 among its holdings.

80 funds tracked by Wall St. Rank hold PBD as of Q1 2022.

Kings Point Capital Management held 657 shares of Invesco Global Clean Energy ETF worth $16K as of Q1 2022.
Invesco Global Clean Energy ETF was a new Kings Point Capital Management position in Q1 2022.
Invesco Global Clean Energy ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #524 holding.
80 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.