Sterling Investment Advisors (Pennsylvania)’s Invesco Global Clean Energy ETF PBD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-250	Closed	-$5K	–	382
2022 Q2	$5K	Buy	+250	New	+$5.41K	﹤0.01%	457

Other funds holding PBD

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PBD Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2022, closing a stake of 250 shares — an estimated $5K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PBD in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 74 funds tracked by Wall St. Rank hold PBD as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Invesco Global Clean Energy ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 250 Invesco Global Clean Energy ETF shares in Q3 2022, an estimated $5K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Invesco Global Clean Energy ETF in Q2 2022 and held it in 1 quarter.
Sterling Investment Advisors (Pennsylvania)'s Invesco Global Clean Energy ETF position peaked at $5K in Q2 2022.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.