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

Westside 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
2025 Q1	–	Sell	-200	Closed	-$2.31K	–	1003
2024 Q4	$2.31K	Hold	200	–	–	﹤0.01%	882
2024 Q3	$2.8K	Hold	200	–	–	﹤0.01%	862
2024 Q2	$2.7K	Hold	200	–	–	﹤0.01%	845
2024 Q1	$2.83K	Hold	200	–	–	﹤0.01%	796
2023 Q4	$3.19K	Hold	200	–	–	﹤0.01%	752
2023 Q3	$3.08K	Hold	200	–	–	﹤0.01%	750
2023 Q2	$3.78K	Hold	200	–	–	﹤0.01%	728
2023 Q1	$3.94K	Buy	+200	New	+$3.96K	﹤0.01%	726

Other funds holding PBD

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Westside Investment Management's PBD Position: Q1 2025 in Review

Westside Investment Management sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2025, closing a stake of 200 shares — an estimated $2.31K sold.

Westside Investment Management first reported a position in PBD in Q1 2023 and held it in 8 quarters. The position peaked at $3.94K in Q1 2023. 62 funds tracked by Wall St. Rank hold PBD as of Q1 2025.

Westside Investment Management reported no remaining Invesco Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
Westside Investment Management sold 200 Invesco Global Clean Energy ETF shares in Q1 2025, an estimated $2.31K.
Westside Investment Management first reported a position in Invesco Global Clean Energy ETF in Q1 2023 and held it in 8 quarters.
Westside Investment Management's Invesco Global Clean Energy ETF position peaked at $3.94K in Q1 2023.
62 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2025.

Based on Westside Investment Management's 13F filing for Q1 2025, filed 25 Apr 2025.