RCS
GBLD

Retirement Capital Strategies’s Invesco MSCI Green Building ETF GBLD Stock Holding History

Retirement Capital Strategies’s Portfolio GBLD Stock Details GBLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-18,768
Closed -$344K – 81
2024
Q3 		$344K Buy
+18,768
New +$325K 0.13% 55
2024
Q1 		– Sell
-21,318
Closed -$376K – 74
2023
Q4 		$376K Hold
21,318
– – 0.16% 59
2023
Q3 		$332K Buy
+21,318
New +$354K 0.16% 49

Other funds holding GBLD

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Retirement Capital Strategies's GBLD Position: Q4 2024 in Review

Retirement Capital Strategies sold out of Invesco MSCI Green Building ETF (GBLD) in Q4 2024, closing a stake of 18,768 shares — an estimated $344K sold.

Retirement Capital Strategies first reported a position in GBLD in Q3 2023 and held it in 3 quarters. The position peaked at $376K in Q4 2023. 8 funds tracked by Wall St. Rank hold GBLD as of Q4 2024.

  • Retirement Capital Strategies reported no remaining Invesco MSCI Green Building ETF position as of Q4 2024 after selling out during the quarter.
  • Retirement Capital Strategies sold 18,768 Invesco MSCI Green Building ETF shares in Q4 2024, an estimated $344K.
  • Retirement Capital Strategies first reported a position in Invesco MSCI Green Building ETF in Q3 2023 and held it in 3 quarters.
  • Retirement Capital Strategies's Invesco MSCI Green Building ETF position peaked at $376K in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Invesco MSCI Green Building ETF as of Q4 2024.

Based on Retirement Capital Strategies's 13F filing for Q4 2024, filed 7 Feb 2025.