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Tiedemann Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

Tiedemann Advisors’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
Q1 		– Sell
-6,125
Closed -$213K – 344
2020
Q4 		$213K Buy
+6,125
New +$169K 0.01% 296

Other funds holding PBD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Tiedemann Advisors's PBD Position: Q1 2021 in Review

Tiedemann Advisors sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2021, closing a stake of 6,125 shares — an estimated $213K sold.

Tiedemann Advisors first reported a position in PBD in Q4 2020 and held it in 1 quarter. The position peaked at $213K in Q4 2020. 79 funds tracked by Wall St. Rank hold PBD as of Q1 2021.

  • Tiedemann Advisors reported no remaining Invesco Global Clean Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Tiedemann Advisors sold 6,125 Invesco Global Clean Energy ETF shares in Q1 2021, an estimated $213K.
  • Tiedemann Advisors first reported a position in Invesco Global Clean Energy ETF in Q4 2020 and held it in 1 quarter.
  • Tiedemann Advisors's Invesco Global Clean Energy ETF position peaked at $213K in Q4 2020.
  • 79 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2021.

Based on Tiedemann Advisors's 13F filing for Q1 2021, filed 13 May 2021.