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Strategic Blueprint’s Invesco Global Clean Energy ETF PBD Stock Holding History

Strategic Blueprint’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
Q3 		– Sell
-650
Closed -$20K – 1043
2021
Q2 		$20K Buy
+650
New +$19.5K ﹤0.01% 820

Other funds holding PBD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

Strategic Blueprint's PBD Position: Q3 2021 in Review

Strategic Blueprint sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2021, closing a stake of 650 shares — an estimated $20K sold.

Strategic Blueprint first reported a position in PBD in Q2 2021 and held it in 1 quarter. The position peaked at $20K in Q2 2021. 86 funds tracked by Wall St. Rank hold PBD as of Q3 2021.

  • Strategic Blueprint reported no remaining Invesco Global Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 650 Invesco Global Clean Energy ETF shares in Q3 2021, an estimated $20K.
  • Strategic Blueprint first reported a position in Invesco Global Clean Energy ETF in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's Invesco Global Clean Energy ETF position peaked at $20K in Q2 2021.
  • 86 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.