Running Point Capital Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

Running Point Capital 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
2025 Q1	–	Sell	-1,390	Closed	-$16.1K	–	187
2024 Q4	$16.1K	Sell	1,390 -1,130	-45%	-$14.1K	0.01%	143
2024 Q3	$35.3K	Hold	2,520	–	–	0.01%	120
2024 Q2	$34.1K	Sell	2,520 -6,525	-72%	-$91.8K	0.01%	115
2024 Q1	$128K	Sell	9,045 -186	-2%	-$2.61K	0.06%	96
2023 Q4	$147K	Sell	9,231 -3,239	-26%	-$47.3K	0.07%	102
2023 Q3	$192K	Hold	12,470	–	–	0.11%	98
2023 Q2	$236K	Hold	12,470	–	–	0.13%	86
2023 Q1	$246K	Hold	12,470	–	–	0.15%	84
2022 Q4	$229K	Hold	12,470	–	–	0.14%	92
2022 Q3	$238K	Hold	12,470	–	–	0.16%	79
2022 Q2	$244K	Hold	12,470	–	–	0.16%	82
2022 Q1	$309K	Hold	12,470	–	–	0.18%	68
2021 Q4	$335K	Hold	12,470	–	–	0.2%	57
2021 Q3	$348K	Hold	12,470	–	–	0.15%	77
2021 Q2	$386K	Hold	12,470	–	–	0.18%	68
2021 Q1	$399K	Hold	12,470	–	–	0.22%	60
2020 Q4	$433K	Buy	+12,470	New	+$343K	0.25%	53

Other funds holding PBD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Running Point Capital Advisors's PBD Position: Q1 2025 in Review

Running Point Capital Advisors sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2025, closing a stake of 1,390 shares — an estimated $16.1K sold.

Running Point Capital Advisors first reported a position in PBD in Q4 2020 and held it in 17 quarters. The position peaked at $433K in Q4 2020. 62 funds tracked by Wall St. Rank hold PBD as of Q1 2025.

Running Point Capital Advisors reported no remaining Invesco Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
Running Point Capital Advisors sold 1,390 Invesco Global Clean Energy ETF shares in Q1 2025, an estimated $16.1K.
Running Point Capital Advisors first reported a position in Invesco Global Clean Energy ETF in Q4 2020 and held it in 17 quarters.
Running Point Capital Advisors's Invesco Global Clean Energy ETF position peaked at $433K in Q4 2020.
62 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2025.

Based on Running Point Capital Advisors's 13F filing for Q1 2025, filed 15 May 2025.