Lee Financial’s Invesco Global Clean Energy ETF PBD Stock Holding History

Lee Financial’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 Q2	–	Sell	-1,659	Closed	-$41K	–	959
2022 Q1	$41K	Sell	1,659 -467	-22%	-$10.8K	0.01%	258
2021 Q4	$57K	Buy	+2,126	New	+$61.8K	0.01%	239
2018 Q2	–	Sell	-50	Closed	-$1K	–	818
2018 Q1	$1K	Buy	+50	New	+$661	﹤0.01%	728

Other funds holding PBD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Lee Financial's PBD Position: Q2 2022 in Review

Lee Financial sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2022, closing a stake of 1,659 shares — an estimated $41K sold.

Lee Financial first reported a position in PBD in Q1 2018 and held it in 3 quarters. The position peaked at $57K in Q4 2021. 75 funds tracked by Wall St. Rank hold PBD as of Q2 2022.

Lee Financial reported no remaining Invesco Global Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
Lee Financial sold 1,659 Invesco Global Clean Energy ETF shares in Q2 2022, an estimated $41K.
Lee Financial first reported a position in Invesco Global Clean Energy ETF in Q1 2018 and held it in 3 quarters.
Lee Financial's Invesco Global Clean Energy ETF position peaked at $57K in Q4 2021.
75 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2022.

Based on Lee Financial's 13F filing for Q2 2022, filed 10 Aug 2022.