Matrix Private Capital Group’s Invesco Global Clean Energy ETF PBD Stock Holding History

Matrix Private Capital Group’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
2024 Q1	–	Sell	-524	Closed	-$8.37K	–	148
2023 Q4	$8.37K	Hold	524	–	–	0.01%	141
2023 Q3	$8.06K	Hold	524	–	–	0.01%	160
2023 Q2	$9.9K	Hold	524	–	–	0.01%	164
2023 Q1	$10.3K	Hold	524	–	–	0.01%	187
2022 Q4	$9.62K	Hold	524	–	–	0.01%	183
2022 Q3	$10K	Hold	524	–	–	0.01%	185
2022 Q2	$10K	Hold	524	–	–	0.01%	226
2022 Q1	$13K	Hold	524	–	–	0.01%	241
2021 Q4	$14K	Hold	524	–	–	0.01%	250
2021 Q3	$15K	Hold	524	–	–	0.01%	227
2021 Q2	$16K	Hold	524	–	–	0.01%	227
2021 Q1	$17K	Hold	524	–	–	0.01%	223
2020 Q4	$18K	Buy	+524	New	+$14.4K	0.01%	210

Other funds holding PBD

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

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

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Matrix Private Capital Group's PBD Position: Q1 2024 in Review

Matrix Private Capital Group sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2024, closing a stake of 524 shares — an estimated $8.37K sold.

Matrix Private Capital Group first reported a position in PBD in Q4 2020 and held it in 13 quarters. The position peaked at $18K in Q4 2020. 73 funds tracked by Wall St. Rank hold PBD as of Q1 2024.

Matrix Private Capital Group reported no remaining Invesco Global Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
Matrix Private Capital Group sold 524 Invesco Global Clean Energy ETF shares in Q1 2024, an estimated $8.37K.
Matrix Private Capital Group first reported a position in Invesco Global Clean Energy ETF in Q4 2020 and held it in 13 quarters.
Matrix Private Capital Group's Invesco Global Clean Energy ETF position peaked at $18K in Q4 2020.
73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2024.

Based on Matrix Private Capital Group's 13F filing for Q1 2024, filed 15 May 2024.