Quest Capital Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Quest Capital 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
2021 Q4	$2.43M	Hold	90,407	–	–	0.42%	33
2021 Q3	$2.52M	Hold	90,407	–	–	0.5%	25
2021 Q2	$2.8M	Hold	90,407	–	–	0.56%	20
2021 Q1	$2.89M	Hold	90,407	–	–	0.62%	19
2020 Q4	$3.14M	Buy	90,407 +730	+0.8%	+$20.1K	0.73%	16
2020 Q3	$1.97M	Buy	89,677 +410	+0.5%	+$7.95K	0.54%	23
2020 Q2	$1.42M	Hold	89,267	–	–	0.42%	34
2020 Q1	$1.03M	Hold	89,267	–	–	0.35%	49
2019 Q4	$1.28M	Hold	89,267	–	–	0.31%	45
2019 Q3	$1.09M	Hold	89,267	–	–	0.27%	57
2019 Q2	$1.12M	Hold	89,267	–	–	0.29%	49
2019 Q1	$1.07M	Hold	89,267	–	–	0.27%	58
2018 Q4	$930K	Buy	+89,267	New	+$988K	0.27%	50

Other funds holding PBD

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Quest Capital Management's PBD Position: Q4 2021 in Review

Quest Capital Management held its Invesco Global Clean Energy ETF (PBD) position steady in Q4 2021 at 90,407 shares worth $2.43M. The position accounts for 0.42% of the portfolio, ranked #33.

Quest Capital Management first reported a position in PBD in Q4 2018 and has held it in 13 quarters since. The position peaked at $3.14M in Q4 2020. 88 funds tracked by Wall St. Rank hold PBD as of Q4 2021.

Quest Capital Management held 90,407 shares of Invesco Global Clean Energy ETF worth $2.43M as of Q4 2021.
Quest Capital Management left its Invesco Global Clean Energy ETF share count unchanged in Q4 2021.
Invesco Global Clean Energy ETF made up 0.42% of Quest Capital Management's portfolio in Q4 2021, its #33 holding.
Quest Capital Management first reported a position in Invesco Global Clean Energy ETF in Q4 2018 and has held it in 13 quarters since.
Quest Capital Management's Invesco Global Clean Energy ETF position peaked at $3.14M in Q4 2020.
88 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.