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Tradewinds Capital Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Tradewinds Capital Management’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
Q4 		– Sell
-33
Closed -$1K – 532
2022
Q3 		$1K Hold
33
– – ﹤0.01% 388
2022
Q2 		$1K Sell
33
-1
-3% -$22 ﹤0.01% 404
2022
Q1 		$1K Sell
34
-141,001
-100% -$3.28M ﹤0.01% 734
2021
Q4 		$3.78M Buy
+141,035
New +$4.1M 0.58% 32

Other funds holding PBD

IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
LPL Financial
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Tradewinds Capital Management's PBD Position: Q4 2022 in Review

Tradewinds Capital Management sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2022, closing a stake of 33 shares — an estimated $1K sold.

Tradewinds Capital Management first reported a position in PBD in Q4 2021 and held it in 4 quarters. The position peaked at $3.78M in Q4 2021. 74 funds tracked by Wall St. Rank hold PBD as of Q4 2022.

  • Tradewinds Capital Management reported no remaining Invesco Global Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
  • Tradewinds Capital Management sold 33 Invesco Global Clean Energy ETF shares in Q4 2022, an estimated $1K.
  • Tradewinds Capital Management first reported a position in Invesco Global Clean Energy ETF in Q4 2021 and held it in 4 quarters.
  • Tradewinds Capital Management's Invesco Global Clean Energy ETF position peaked at $3.78M in Q4 2021.
  • 74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2022.

Based on Tradewinds Capital Management's 13F filing for Q4 2022, filed 23 Jan 2023.