Sowell Financial Services’s Invesco Global Clean Energy ETF PBD Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-625	Closed	-$18K	–	2064
2021 Q1	$18K	Sell	625 -36,591	-98%	-$1.31M	﹤0.01%	2099
2020 Q4	$1.29M	Buy	37,216 +2,148	+6%	+$59.1K	0.06%	271
2020 Q3	$769K	Buy	35,068 +34,818	+13,927%	+$675K	0.04%	362
2020 Q2	$4K	Hold	250	–	–	﹤0.01%	1981
2020 Q1	$3K	Hold	250	–	–	﹤0.01%	2004
2019 Q4	$4K	Hold	250	–	–	﹤0.01%	1995
2019 Q3	$3K	Buy	+250	New	+$3.09K	﹤0.01%	1965

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Sowell Financial Services's PBD Position: Q2 2021 in Review

Sowell Financial Services sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2021, closing a stake of 625 shares — an estimated $18K sold.

Sowell Financial Services first reported a position in PBD in Q3 2019 and held it in 7 quarters. The position peaked at $1.29M in Q4 2020. 81 funds tracked by Wall St. Rank hold PBD as of Q2 2021.

Sowell Financial Services reported no remaining Invesco Global Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 625 Invesco Global Clean Energy ETF shares in Q2 2021, an estimated $18K.
Sowell Financial Services first reported a position in Invesco Global Clean Energy ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's Invesco Global Clean Energy ETF position peaked at $1.29M in Q4 2020.
81 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.