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

Mirabella Financial Services’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
2021
Q4 		– Sell
-71,404
Closed -$1.99M – 559
2021
Q3 		$1.99M Buy
+71,404
New +$2.09M 0.26% 102

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
QCM
Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

Mirabella Financial Services's PBD Position: Q4 2021 in Review

Mirabella Financial Services sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2021, closing a stake of 71,404 shares — an estimated $1.99M sold.

Mirabella Financial Services first reported a position in PBD in Q3 2021 and held it in 1 quarter. The position peaked at $1.99M in Q3 2021. 88 funds tracked by Wall St. Rank hold PBD as of Q4 2021.

  • Mirabella Financial Services reported no remaining Invesco Global Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
  • Mirabella Financial Services sold 71,404 Invesco Global Clean Energy ETF shares in Q4 2021, an estimated $1.99M.
  • Mirabella Financial Services first reported a position in Invesco Global Clean Energy ETF in Q3 2021 and held it in 1 quarter.
  • Mirabella Financial Services's Invesco Global Clean Energy ETF position peaked at $1.99M in Q3 2021.
  • 88 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2021.

Based on Mirabella Financial Services's 13F filing for Q4 2021, filed 14 Feb 2022.