WFG Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

WFG Advisors’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
2017 Q2	$6K	Hold	500	–	–	﹤0.01%	1251
2017 Q1	$6K	Hold	500	–	–	﹤0.01%	1186
2016 Q4	$5K	Hold	500	–	–	﹤0.01%	1273
2016 Q3	$6K	Hold	500	–	–	﹤0.01%	1242
2016 Q2	$5K	Hold	500	–	–	﹤0.01%	1246
2016 Q1	$5K	Hold	500	–	–	﹤0.01%	1196
2015 Q4	$6K	Hold	500	–	–	﹤0.01%	1190
2015 Q3	$5K	Hold	500	–	–	﹤0.01%	1265
2015 Q2	$6K	Hold	500	–	–	﹤0.01%	1315
2015 Q1	$6K	Hold	500	–	–	﹤0.01%	1329
2014 Q4	$6K	Hold	500	–	–	﹤0.01%	1605
2014 Q3	$6K	Hold	500	–	–	﹤0.01%	1623
2014 Q2	$7K	Hold	500	–	–	﹤0.01%	1578
2014 Q1	$7K	Sell	500 -1,400	-74%	-$18.4K	﹤0.01%	1550
2013 Q4	$23K	Hold	1,900	–	–	﹤0.01%	1301
2013 Q3	$22K	Hold	1,900	–	–	﹤0.01%	1240
2013 Q2	$19K	Buy	+1,900	New	+$18K	﹤0.01%	1231

Other funds holding PBD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

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

CCM

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

EFS

Edelman Financial Services Fairfax, Virginia $11B AUM 9.53% 1-Year Est. Return

CYG

Clean Yield Group Norwich, Vermont $355M AUM 19.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

WFG Advisors's PBD Position: Q2 2017 in Review

WFG Advisors held its Invesco Global Clean Energy ETF (PBD) position steady in Q2 2017 at 500 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1251.

WFG Advisors first reported a position in PBD in Q2 2013 and has held it in 17 quarters since. The position peaked at $23K in Q4 2013. 38 funds tracked by Wall St. Rank hold PBD as of Q2 2017.

WFG Advisors held 500 shares of Invesco Global Clean Energy ETF worth $6K as of Q2 2017.
WFG Advisors left its Invesco Global Clean Energy ETF share count unchanged in Q2 2017.
Invesco Global Clean Energy ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1251 holding.
WFG Advisors first reported a position in Invesco Global Clean Energy ETF in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's Invesco Global Clean Energy ETF position peaked at $23K in Q4 2013.
38 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.