Wealthspire Advisors (Maryland)’s Invesco Global Clean Energy ETF PBD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-381	Closed	-$5K	–	1549
2019 Q1	$5K	Hold	381	–	–	﹤0.01%	1836
2018 Q4	$4K	Hold	381	–	–	﹤0.01%	1846
2018 Q3	$5K	Hold	381	–	–	﹤0.01%	1817
2018 Q2	$5K	Hold	381	–	–	﹤0.01%	1809
2018 Q1	$5K	Hold	381	–	–	﹤0.01%	1819
2017 Q4	$5K	Hold	381	–	–	﹤0.01%	1840
2017 Q3	$5K	Hold	381	–	–	﹤0.01%	1795
2017 Q2	$5K	Hold	381	–	–	﹤0.01%	1777
2017 Q1	$4K	Hold	381	–	–	﹤0.01%	1571
2016 Q4	$4K	Hold	381	–	–	﹤0.01%	1431
2016 Q3	$4K	Hold	381	–	–	﹤0.01%	1437
2016 Q2	$4K	Hold	381	–	–	﹤0.01%	1388
2016 Q1	$4K	Hold	381	–	–	﹤0.01%	1403
2015 Q4	$4K	Buy	+381	New	+$4.32K	﹤0.01%	1406

Other funds holding PBD

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

QCM

Quest Capital Management Dallas, Texas $582M AUM 31.4% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CCM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCOV

Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return

TWI

Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PBD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2019, closing a stake of 381 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in PBD in Q4 2015 and held it in 14 quarters. The position peaked at $5K in Q1 2019. 46 funds tracked by Wall St. Rank hold PBD as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Invesco Global Clean Energy ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 381 Invesco Global Clean Energy ETF shares in Q2 2019, an estimated $5K.
Wealthspire Advisors (Maryland) first reported a position in Invesco Global Clean Energy ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Invesco Global Clean Energy ETF position peaked at $5K in Q1 2019.
46 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.