Advisory Services Network’s Invesco Global Clean Energy ETF PBD Stock Holding History

Advisory Services Network’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 Q1	$8.61K	Buy	+480	New	+$8.52K	﹤0.01%	3634
2025 Q4	–	Sell	-480	Closed	-$7.23K	–	3529
2025 Q3	$7.23K	Buy	+480	New	+$6.7K	﹤0.01%	3407
2024 Q1	–	Sell	-482	Closed	-$7.7K	–	2997
2023 Q4	$7.7K	Buy	+482	New	+$7.04K	﹤0.01%	2972
2023 Q2	–	Sell	-4,097	Closed	-$80.7K	–	2981
2023 Q1	$80.7K	Sell	4,097 -3,373	-45%	-$66.8K	﹤0.01%	1764
2022 Q4	$137K	Buy	+7,470	New	+$145K	﹤0.01%	1460
2021 Q3	–	Sell	-1,654	Closed	-$51K	–	2678
2021 Q2	$51K	Buy	+1,654	New	+$49.6K	﹤0.01%	1990
2021 Q1	–	Sell	-480	Closed	-$17K	–	2462
2020 Q4	$17K	Hold	480	–	–	﹤0.01%	2208
2020 Q3	$11K	Buy	+480	New	+$9.3K	﹤0.01%	2385
2020 Q2	–	Sell	-480	Closed	-$6K	–	2226
2020 Q1	$6K	Hold	480	–	–	﹤0.01%	2424
2019 Q4	$7K	Hold	480	–	–	﹤0.01%	2509
2019 Q3	$6K	Hold	480	–	–	﹤0.01%	2362
2019 Q2	$6K	Hold	480	–	–	﹤0.01%	2360
2019 Q1	$6K	Hold	480	–	–	﹤0.01%	2042
2018 Q4	$5K	Hold	480	–	–	﹤0.01%	2036
2018 Q3	$6K	Hold	480	–	–	﹤0.01%	2005
2018 Q2	$6K	Hold	480	–	–	﹤0.01%	1962
2018 Q1	$6K	Hold	480	–	–	﹤0.01%	2058
2017 Q4	$6K	Hold	480	–	–	﹤0.01%	2045
2017 Q3	$6K	Hold	480	–	–	﹤0.01%	1821
2017 Q2	$6K	Hold	480	–	–	﹤0.01%	1752
2017 Q1	$5K	Buy	+480	New	+$5.22K	﹤0.01%	1718
2016 Q3	$5K	Hold	480	–	–	﹤0.01%	1534
2016 Q2	$5K	Hold	480	–	–	﹤0.01%	1410
2016 Q1	$5K	Buy	+480	New	+$4.91K	﹤0.01%	1273

Other funds holding PBD

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

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

HIIFS

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Advisory Services Network's PBD Position: Q1 2026 in Review

Advisory Services Network opened a new position in Invesco Global Clean Energy ETF (PBD) in Q1 2026: 480 shares worth $8.61K. The stake represents ﹤0.01% of the portfolio and ranks #3634 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in PBD as recently as Q3 2025.

Advisory Services Network first reported a position in PBD in Q1 2016 and has held it in 24 quarters since. The position peaked at $137K in Q4 2022. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

Advisory Services Network held 480 shares of Invesco Global Clean Energy ETF worth $8.61K as of Q1 2026.
Invesco Global Clean Energy ETF was a new Advisory Services Network position in Q1 2026.
Invesco Global Clean Energy ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #3634 holding.
Advisory Services Network first reported a position in Invesco Global Clean Energy ETF in Q1 2016 and has held it in 24 quarters since.
Advisory Services Network's Invesco Global Clean Energy ETF position peaked at $137K in Q4 2022.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.