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WealthPlan Investment Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

WealthPlan Investment 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
Q3 		– Sell
-1,616
Closed -$30.5K – 290
2023
Q2 		$30.5K Hold
1,616
– – 0.01% 226
2023
Q1 		$31.8K Buy
+1,616
New +$32K 0.01% 274

Other funds holding PBD

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthPlan Investment Management's PBD Position: Q3 2023 in Review

WealthPlan Investment Management sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2023, closing a stake of 1,616 shares — an estimated $30.5K sold.

WealthPlan Investment Management first reported a position in PBD in Q1 2023 and held it in 2 quarters. The position peaked at $31.8K in Q1 2023. 73 funds tracked by Wall St. Rank hold PBD as of Q3 2023.

  • WealthPlan Investment Management reported no remaining Invesco Global Clean Energy ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 1,616 Invesco Global Clean Energy ETF shares in Q3 2023, an estimated $30.5K.
  • WealthPlan Investment Management first reported a position in Invesco Global Clean Energy ETF in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's Invesco Global Clean Energy ETF position peaked at $31.8K in Q1 2023.
  • 73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.