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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Invesco Global Clean Energy ETF PBD Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2026
Q2 		– Sell
-92,058
Closed -$1.65M – 95
2026
Q1 		$1.65M Buy
+92,058
New +$1.63M 1.03% 20

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HighTower Advisors
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's PBD Position: Q2 2026 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2026, closing a stake of 92,058 shares — an estimated $1.65M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in PBD in Q1 2026 and held it in 1 quarter. The position peaked at $1.65M in Q1 2026. 45 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Invesco Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 92,058 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $1.65M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Invesco Global Clean Energy ETF in Q1 2026 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Invesco Global Clean Energy ETF position peaked at $1.65M in Q1 2026.
  • 45 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q2 2026, filed 10 Aug 2026.