Creative Planning

Position in PBD — Invesco Global Clean Energy ETF

CIK 1540235 OVERLAND PARK, KS

Back to PBD Full portfolio

All Filings in PBD

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2023-06-30 PBD	$320,449	16,955	+25.7%	Shares	Sole	2023-07-21
2023-03-31 PBD	$265,927	13,492	-3.3%	Shares	Sole	2023-05-15
2022-12-31 PBD	$256,268	13,958	+0.1%	Shares	Sole	2023-02-10
2022-09-30 PBD	$265,791	13,945	-7.9%	Shares	Sole	2022-11-03
2022-06-30 PBD	$296,783	15,142	-5.0%	Shares	Sole	2022-08-15
2022-03-31 PBD	$395,336	15,941	-10.9%	Shares	Sole	2022-05-16
2021-12-31 PBD	$480,069	17,893	+0.0%	Shares	Sole	2022-02-11
2021-09-30 PBD	$498,828	17,892	+36.5%	Shares	Sole	2021-11-10
2021-06-30 PBD	$406,023	13,106	-21.5%	Shares	Sole	2021-08-04
2021-03-31 PBD	$534,208	16,694	+0.9%	Shares	Sole	2021-04-30
2020-12-31 PBD	$575,043	16,548	+18.9%	Shares	Sole	2021-01-29
2020-09-30 PBD	$305,338	13,917	0.0%	Shares	Sole	2020-11-05
2020-06-30 PBD	$220,723	13,917	0.0%	Shares	Sole	2020-07-23
2020-03-31 PBD	$161,019	13,917	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.