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

Smartleaf 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
-2,400
Closed -$32.8K – 2965
2024
Q2 		$32.8K Hold
2,400
– – 0.01% 856
2024
Q1 		$34.1K Buy
+2,400
New +$33.7K 0.01% 761

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AAS
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Financial Engines Advisors
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

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

Smartleaf Asset Management sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2024, closing a stake of 2,400 shares — an estimated $32.8K sold.

Smartleaf Asset Management first reported a position in PBD in Q1 2024 and held it in 2 quarters. The position peaked at $34.1K in Q1 2024. 71 funds tracked by Wall St. Rank hold PBD as of Q3 2024.

  • Smartleaf Asset Management reported no remaining Invesco Global Clean Energy ETF position as of Q3 2024 after selling out during the quarter.
  • Smartleaf Asset Management sold 2,400 Invesco Global Clean Energy ETF shares in Q3 2024, an estimated $32.8K.
  • Smartleaf Asset Management first reported a position in Invesco Global Clean Energy ETF in Q1 2024 and held it in 2 quarters.
  • Smartleaf Asset Management's Invesco Global Clean Energy ETF position peaked at $34.1K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2024.

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