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Old Mission Capital’s Invesco Global Clean Energy ETF PBD Stock Holding History

Old Mission Capital’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
-62,835
Closed -$1M – 1534
2023
Q4 		$1M Buy
+62,835
New +$918K 0.02% 539

Other funds holding PBD

AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Financial Engines Advisors
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

Old Mission Capital's PBD Position: Q1 2024 in Review

Old Mission Capital sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2024, closing a stake of 62,835 shares — an estimated $1M sold.

Old Mission Capital first reported a position in PBD in Q4 2023 and held it in 1 quarter. The position peaked at $1M in Q4 2023. 73 funds tracked by Wall St. Rank hold PBD as of Q1 2024.

  • Old Mission Capital reported no remaining Invesco Global Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Old Mission Capital sold 62,835 Invesco Global Clean Energy ETF shares in Q1 2024, an estimated $1M.
  • Old Mission Capital first reported a position in Invesco Global Clean Energy ETF in Q4 2023 and held it in 1 quarter.
  • Old Mission Capital's Invesco Global Clean Energy ETF position peaked at $1M in Q4 2023.
  • 73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2024.

Based on Old Mission Capital's 13F filing for Q1 2024, filed 14 May 2024.