Tucker Asset Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Tucker Asset 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
2023 Q4	–	Sell	-7	Closed	-$108	–	1533
2023 Q3	$108	Buy	+7	New	+$125	﹤0.01%	1322
2023 Q2	–	Sell	-342	Closed	-$6.74K	–	1259
2023 Q1	$6.74K	Sell	342 -102	-23%	-$2.02K	﹤0.01%	640
2022 Q4	$8.2K	Hold	444	–	–	﹤0.01%	377
2022 Q3	$8.37K	Buy	+444	New	+$9.72K	﹤0.01%	359

Other funds holding PBD

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return

CCM

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

Tucker Asset Management's PBD Position: Q4 2023 in Review

Tucker Asset Management sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2023, closing a stake of 7 shares — an estimated $108 sold.

Tucker Asset Management first reported a position in PBD in Q3 2022 and held it in 4 quarters. The position peaked at $8.37K in Q3 2022. 77 funds tracked by Wall St. Rank hold PBD as of Q4 2023.

Tucker Asset Management reported no remaining Invesco Global Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
Tucker Asset Management sold 7 Invesco Global Clean Energy ETF shares in Q4 2023, an estimated $108.
Tucker Asset Management first reported a position in Invesco Global Clean Energy ETF in Q3 2022 and held it in 4 quarters.
Tucker Asset Management's Invesco Global Clean Energy ETF position peaked at $8.37K in Q3 2022.
77 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2023.

Based on Tucker Asset Management's 13F filing for Q4 2023, filed 4 Mar 2024.