Lake Hills Wealth Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Lake Hills Wealth 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	–	Sell	-12,457	Closed	-$334K	–	53
2021 Q4	$334K	Buy	+12,457	New	+$362K	0.24%	42

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

Lake Hills Wealth Management's PBD Position: Q1 2022 in Review

Lake Hills Wealth Management sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2022, closing a stake of 12,457 shares — an estimated $334K sold.

Lake Hills Wealth Management first reported a position in PBD in Q4 2021 and held it in 1 quarter. The position peaked at $334K in Q4 2021. 80 funds tracked by Wall St. Rank hold PBD as of Q1 2022.

Lake Hills Wealth Management reported no remaining Invesco Global Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
Lake Hills Wealth Management sold 12,457 Invesco Global Clean Energy ETF shares in Q1 2022, an estimated $334K.
Lake Hills Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q4 2021 and held it in 1 quarter.
Lake Hills Wealth Management's Invesco Global Clean Energy ETF position peaked at $334K in Q4 2021.
80 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2022.

Based on Lake Hills Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.