Pettinga Financial Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

Pettinga Financial Advisors’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 Q4	–	Sell	-11,455	Closed	-$160K	–	128
2024 Q3	$160K	Hold	11,455	–	–	0.04%	114
2024 Q2	$155K	Sell	11,455 -299	-3%	-$4.21K	0.04%	117
2024 Q1	$166K	Hold	11,754	–	–	0.04%	119
2023 Q4	$188K	Sell	11,754 -2,299	-16%	-$33.6K	0.05%	115
2023 Q3	$216K	Buy	14,053 +100	+0.7%	+$1.78K	0.07%	98
2023 Q2	$264K	Sell	13,953 -50	-0.4%	-$933	0.08%	89
2023 Q1	$276K	Buy	14,003 +1	+0%	+$20	0.09%	84
2022 Q4	$257K	Sell	14,002 -2,149	-13%	-$41.6K	0.08%	87
2022 Q3	$308K	Sell	16,151 -275	-2%	-$6.02K	0.11%	78
2022 Q2	$322K	Buy	16,426 +4,376	+36%	+$94.7K	0.1%	84
2022 Q1	$299K	Buy	+12,050	New	+$280K	0.07%	88

Other funds holding PBD

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Pettinga Financial Advisors's PBD Position: Q4 2024 in Review

Pettinga Financial Advisors sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2024, closing a stake of 11,455 shares — an estimated $160K sold.

Pettinga Financial Advisors first reported a position in PBD in Q1 2022 and held it in 11 quarters. The position peaked at $322K in Q2 2022. 74 funds tracked by Wall St. Rank hold PBD as of Q4 2024.

Pettinga Financial Advisors reported no remaining Invesco Global Clean Energy ETF position as of Q4 2024 after selling out during the quarter.
Pettinga Financial Advisors sold 11,455 Invesco Global Clean Energy ETF shares in Q4 2024, an estimated $160K.
Pettinga Financial Advisors first reported a position in Invesco Global Clean Energy ETF in Q1 2022 and held it in 11 quarters.
Pettinga Financial Advisors's Invesco Global Clean Energy ETF position peaked at $322K in Q2 2022.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2024.

Based on Pettinga Financial Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.