SVB Wealth’s Invesco Global Clean Energy ETF PBD Stock Holding History

SVB Wealth’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 Q2	–	Sell	-4,360	Closed	-$108K	–	817
2022 Q1	$108K	Hold	4,360	–	–	﹤0.01%	721
2021 Q4	$116K	Hold	4,360	–	–	﹤0.01%	732
2021 Q3	$121K	Hold	4,360	–	–	﹤0.01%	931
2021 Q2	$135K	Hold	4,360	–	–	﹤0.01%	912
2021 Q1	$139K	Hold	4,360	–	–	﹤0.01%	852
2020 Q4	$151K	Buy	+4,360	New	+$120K	﹤0.01%	768

Other funds holding PBD

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

AAS

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

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

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

CCM

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RJFSA

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

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

SVB Wealth's PBD Position: Q2 2022 in Review

SVB Wealth sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2022, closing a stake of 4,360 shares — an estimated $108K sold.

SVB Wealth first reported a position in PBD in Q4 2020 and held it in 6 quarters. The position peaked at $151K in Q4 2020. 75 funds tracked by Wall St. Rank hold PBD as of Q2 2022.

SVB Wealth reported no remaining Invesco Global Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
SVB Wealth sold 4,360 Invesco Global Clean Energy ETF shares in Q2 2022, an estimated $108K.
SVB Wealth first reported a position in Invesco Global Clean Energy ETF in Q4 2020 and held it in 6 quarters.
SVB Wealth's Invesco Global Clean Energy ETF position peaked at $151K in Q4 2020.
75 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.