Tyler-Stone Wealth Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Tyler-Stone Wealth 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 Q1	–	Sell	-2,745	Closed	-$74K	–	918
2021 Q4	$74K	Buy	+2,745	New	+$79.8K	0.04%	309

Other funds holding PBD

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Tyler-Stone Wealth Management's PBD Position: Q1 2022 in Review

Tyler-Stone Wealth Management sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2022, closing a stake of 2,745 shares — an estimated $74K sold.

Tyler-Stone Wealth Management first reported a position in PBD in Q4 2021 and held it in 1 quarter. The position peaked at $74K in Q4 2021. 80 funds tracked by Wall St. Rank hold PBD as of Q1 2022.

Tyler-Stone Wealth Management reported no remaining Invesco Global Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
Tyler-Stone Wealth Management sold 2,745 Invesco Global Clean Energy ETF shares in Q1 2022, an estimated $74K.
Tyler-Stone Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q4 2021 and held it in 1 quarter.
Tyler-Stone Wealth Management's Invesco Global Clean Energy ETF position peaked at $74K in Q4 2021.
80 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2022.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.