Raymond James & Associates’s Invesco Global Clean Energy ETF PBD Stock Holding History

Raymond James & Associates’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	–	Sell	-63,065	Closed	-$1.76M	–	4247
2021 Q3	$1.76M	Sell	63,065 -3,459	-5%	-$101K	﹤0.01%	2194
2021 Q2	$2.06M	Sell	66,524 -18,894	-22%	-$566K	﹤0.01%	2073
2021 Q1	$2.73M	Buy	+85,418	New	+$3.06M	﹤0.01%	1809

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

QCM

Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

Raymond James & Associates's PBD Position: Q4 2021 in Review

Raymond James & Associates sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2021, closing a stake of 63,065 shares — an estimated $1.76M sold.

Raymond James & Associates first reported a position in PBD in Q1 2021 and held it in 3 quarters. The position peaked at $2.73M in Q1 2021. 88 funds tracked by Wall St. Rank hold PBD as of Q4 2021.

Raymond James & Associates reported no remaining Invesco Global Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
Raymond James & Associates sold 63,065 Invesco Global Clean Energy ETF shares in Q4 2021, an estimated $1.76M.
Raymond James & Associates first reported a position in Invesco Global Clean Energy ETF in Q1 2021 and held it in 3 quarters.
Raymond James & Associates's Invesco Global Clean Energy ETF position peaked at $2.73M in Q1 2021.
88 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2021.

Based on Raymond James & Associates's 13F filing for Q4 2021, filed 8 Feb 2022.