Ramirez Asset Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Ramirez Asset 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
2024 Q3	–	Sell	-17,082	Closed	-$231K	–	408
2024 Q2	$231K	Sell	17,082 -8,392	-33%	-$118K	0.05%	195
2024 Q1	$360K	Buy	25,474 +1,703	+7%	+$23.9K	0.07%	180
2023 Q4	$380K	Buy	23,771 +7,302	+44%	+$107K	0.08%	180
2023 Q3	$253K	Buy	+16,469	New	+$293K	0.05%	205

Other funds holding PBD

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

AAS

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

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

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

HIIFS

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

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

Ramirez Asset Management's PBD Position: Q3 2024 in Review

Ramirez Asset Management sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2024, closing a stake of 17,082 shares — an estimated $231K sold.

Ramirez Asset Management first reported a position in PBD in Q3 2023 and held it in 4 quarters. The position peaked at $380K in Q4 2023. 71 funds tracked by Wall St. Rank hold PBD as of Q3 2024.

Ramirez Asset Management reported no remaining Invesco Global Clean Energy ETF position as of Q3 2024 after selling out during the quarter.
Ramirez Asset Management sold 17,082 Invesco Global Clean Energy ETF shares in Q3 2024, an estimated $231K.
Ramirez Asset Management first reported a position in Invesco Global Clean Energy ETF in Q3 2023 and held it in 4 quarters.
Ramirez Asset Management's Invesco Global Clean Energy ETF position peaked at $380K in Q4 2023.
71 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2024.

Based on Ramirez Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.