MPCL
PBD icon

My Personal CFO LLC’s Invesco Global Clean Energy ETF PBD Stock Holding History

My Personal CFO LLC’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
2023
Q1 		– Sell
-165
Closed -$3.03K – 600
2022
Q4 		$3.03K Buy
+165
New +$3.2K ﹤0.01% 444

Other funds holding PBD

LPL Financial
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

My Personal CFO LLC's PBD Position: Q1 2023 in Review

My Personal CFO LLC sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2023, closing a stake of 165 shares — an estimated $3.03K sold.

My Personal CFO LLC first reported a position in PBD in Q4 2022 and held it in 1 quarter. The position peaked at $3.03K in Q4 2022. 73 funds tracked by Wall St. Rank hold PBD as of Q1 2023.

  • My Personal CFO LLC reported no remaining Invesco Global Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
  • My Personal CFO LLC sold 165 Invesco Global Clean Energy ETF shares in Q1 2023, an estimated $3.03K.
  • My Personal CFO LLC first reported a position in Invesco Global Clean Energy ETF in Q4 2022 and held it in 1 quarter.
  • My Personal CFO LLC's Invesco Global Clean Energy ETF position peaked at $3.03K in Q4 2022.
  • 73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.