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Invesco Global Clean Energy shares owned by Perigon Wealth Management

Quarter-by-quarter ownership of Invesco Global Clean Energy (PBD) shares owned by Perigon Wealth Management from 13F filings

Historical chart of Perigon Wealth Management investment in Invesco Global Clean Energy

Tip: Access up to 7 years of quarterly data

All positions including Invesco Global Clean Energy held by Perigon Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Global Clean Energy by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $250k 18k 14.15
2023-12-31 $291k 18k 15.97
2023-09-30 $409k 27k 15.38
2023-06-30 $458k 24k 18.90

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Occidental Petroleum Corporation (OXY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Home Depot (HD)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)

View all positions for Perigon Wealth Management

Top funds holding Invesco Global Clean Energy

Ameritas Advisory Services
Jane Street
Mercer Global Advisors
UBS Group
Johnson Financial
Colorado Capital Management
Harel Insurance Investments & Financial Services
Compagnie Lombard, Odier SCA
Royal Bank of Canada
Pathstone Holdings
Stifel Financial
Commonwealth Equity Services
Trust Co Of Vermont
Modera Wealth Management
Raymond James Financial Services Advisors

View all funds holding Invesco Global Clean Energy