Sumitomo Mitsui Financial Group’s Invesco Global Clean Energy ETF PBD Stock Holding History

Sumitomo Mitsui Financial Group’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	-53,200	Closed	-$2.43M	–	205
2022 Q2	$2.43M	Hold	53,200	–	–	0.07%	96
2022 Q1	$3.46M	Sell	53,200 -4,800	-8%	-$112K	0.1%	92
2021 Q4	$4.16M	Buy	+58,000	New	+$1.69M	0.12%	73

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

Sumitomo Mitsui Financial Group's PBD Position: Q3 2022 in Review

Sumitomo Mitsui Financial Group sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2022, closing a stake of 53,200 shares — an estimated $2.43M sold.

Sumitomo Mitsui Financial Group first reported a position in PBD in Q4 2021 and held it in 3 quarters. The position peaked at $4.16M in Q4 2021. 74 funds tracked by Wall St. Rank hold PBD as of Q3 2022.

Sumitomo Mitsui Financial Group reported no remaining Invesco Global Clean Energy ETF position as of Q3 2022 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 53,200 Invesco Global Clean Energy ETF shares in Q3 2022, an estimated $2.43M.
Sumitomo Mitsui Financial Group first reported a position in Invesco Global Clean Energy ETF in Q4 2021 and held it in 3 quarters.
Sumitomo Mitsui Financial Group's Invesco Global Clean Energy ETF position peaked at $4.16M in Q4 2021.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2022.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q3 2022, filed 8 Nov 2022.