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Wealthcare Advisory Partners’s Invesco Global Clean Energy ETF PBD Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-1,100
Closed -$35K – 1454
2021
Q1 		$35K Buy
+1,100
New +$39.4K ﹤0.01% 1003

Other funds holding PBD

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Wealthcare Advisory Partners's PBD Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2021, closing a stake of 1,100 shares — an estimated $35K sold.

Wealthcare Advisory Partners first reported a position in PBD in Q1 2021 and held it in 1 quarter. The position peaked at $35K in Q1 2021. 81 funds tracked by Wall St. Rank hold PBD as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Invesco Global Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,100 Invesco Global Clean Energy ETF shares in Q2 2021, an estimated $35K.
  • Wealthcare Advisory Partners first reported a position in Invesco Global Clean Energy ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Invesco Global Clean Energy ETF position peaked at $35K in Q1 2021.
  • 81 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.