Perigon Wealth Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Perigon Wealth Management’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
2025 Q1	–	Sell	-10,596	Closed	-$124K	–	1079
2024 Q4	$124K	Buy	10,596 +5	+0%	+$63	﹤0.01%	1016
2024 Q3	$148K	Sell	10,591 -5,332	-33%	-$72K	﹤0.01%	959
2024 Q2	$215K	Sell	15,923 -1,756	-10%	-$24.7K	0.01%	793
2024 Q1	$250K	Sell	17,679 -539	-3%	-$7.57K	0.01%	731
2023 Q4	$291K	Sell	18,218 -8,380	-32%	-$122K	0.01%	666
2023 Q3	$409K	Buy	26,598 +2,342	+10%	+$41.7K	0.02%	492
2023 Q2	$458K	Buy	+24,256	New	+$453K	0.02%	480

Other funds holding PBD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

IWM

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

Perigon Wealth Management's PBD Position: Q1 2025 in Review

Perigon Wealth Management sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2025, closing a stake of 10,596 shares — an estimated $124K sold.

Perigon Wealth Management first reported a position in PBD in Q2 2023 and held it in 7 quarters. The position peaked at $458K in Q2 2023. 62 funds tracked by Wall St. Rank hold PBD as of Q1 2025.

Perigon Wealth Management reported no remaining Invesco Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
Perigon Wealth Management sold 10,596 Invesco Global Clean Energy ETF shares in Q1 2025, an estimated $124K.
Perigon Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q2 2023 and held it in 7 quarters.
Perigon Wealth Management's Invesco Global Clean Energy ETF position peaked at $458K in Q2 2023.
62 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2025.

Based on Perigon Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.