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SignatureFD’s Invesco Global Clean Energy ETF PBD Stock Holding History

SignatureFD’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
Q2 		– Sell
-200
Closed -$2.83K – 3224
2024
Q1 		$2.83K Buy
+200
New +$2.81K ﹤0.01% 2704

Other funds holding PBD

AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return

SignatureFD's PBD Position: Q2 2024 in Review

SignatureFD sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2024, closing a stake of 200 shares — an estimated $2.83K sold.

SignatureFD first reported a position in PBD in Q1 2024 and held it in 1 quarter. The position peaked at $2.83K in Q1 2024. 73 funds tracked by Wall St. Rank hold PBD as of Q2 2024.

  • SignatureFD reported no remaining Invesco Global Clean Energy ETF position as of Q2 2024 after selling out during the quarter.
  • SignatureFD sold 200 Invesco Global Clean Energy ETF shares in Q2 2024, an estimated $2.83K.
  • SignatureFD first reported a position in Invesco Global Clean Energy ETF in Q1 2024 and held it in 1 quarter.
  • SignatureFD's Invesco Global Clean Energy ETF position peaked at $2.83K in Q1 2024.
  • 73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2024.

Based on SignatureFD's 13F filing for Q2 2024, filed 29 Jul 2024.