Summit Wealth Group (Colorado)’s Invesco MSCI Green Building ETF GBLD Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio GBLD Stock Details GBLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-40,243	Closed	-$3.79M	–	329
2025 Q3	$3.79M	Buy	+40,243	New	+$726K	0.59%	31

Other funds holding GBLD

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Summit Wealth Group (Colorado)'s GBLD Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Invesco MSCI Green Building ETF (GBLD) in Q4 2025, closing a stake of 40,243 shares — an estimated $3.79M sold.

Summit Wealth Group (Colorado) first reported a position in GBLD in Q3 2025 and held it in 1 quarter. The position peaked at $3.79M in Q3 2025. 7 funds tracked by Wall St. Rank hold GBLD as of Q4 2025.

Summit Wealth Group (Colorado) reported no remaining Invesco MSCI Green Building ETF position as of Q4 2025 after selling out during the quarter.
Summit Wealth Group (Colorado) sold 40,243 Invesco MSCI Green Building ETF shares in Q4 2025, an estimated $3.79M.
Summit Wealth Group (Colorado) first reported a position in Invesco MSCI Green Building ETF in Q3 2025 and held it in 1 quarter.
Summit Wealth Group (Colorado)'s Invesco MSCI Green Building ETF position peaked at $3.79M in Q3 2025.
7 funds tracked by Wall St. Rank held Invesco MSCI Green Building ETF as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.