Allworth Financial’s Invesco Global Clean Energy ETF PBD Stock Holding History

Allworth Financial’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	$3.59K	Hold	200	–	–	﹤0.01%	4135
2025 Q4	$3.22K	Hold	200	–	–	﹤0.01%	3940
2025 Q3	$3.01K	Hold	200	–	–	﹤0.01%	3818
2025 Q2	$2.52K	Buy	+200	New	+$2.28K	﹤0.01%	3601
2025 Q1	–	Sell	-3,653	Closed	-$42K	–	4147
2024 Q4	$42K	Hold	3,653	–	–	﹤0.01%	1660
2024 Q3	$51.2K	Hold	3,653	–	–	﹤0.01%	1400
2024 Q2	$50.8K	Hold	3,653	–	–	﹤0.01%	1384
2024 Q1	$51.7K	Hold	3,653	–	–	﹤0.01%	1291
2023 Q4	$58.3K	Hold	3,653	–	–	﹤0.01%	1142
2023 Q3	$56.2K	Hold	3,653	–	–	﹤0.01%	1076
2023 Q2	$69K	Hold	3,653	–	–	﹤0.01%	1021
2023 Q1	$72K	Hold	3,653	–	–	﹤0.01%	957
2022 Q4	$67.1K	Hold	3,653	–	–	﹤0.01%	917
2022 Q3	$70K	Hold	3,653	–	–	﹤0.01%	868
2022 Q2	$72K	Buy	+3,653	New	+$79.1K	﹤0.01%	798
2021 Q4	–	Sell	-211	Closed	-$6K	–	2074
2021 Q3	$6K	Hold	211	–	–	﹤0.01%	1486
2021 Q2	$7K	Buy	211 +1	+0.5%	+$30	﹤0.01%	1133
2021 Q1	$7K	Hold	210	–	–	﹤0.01%	1065
2020 Q4	$7K	Buy	+210	New	+$5.78K	﹤0.01%	920
2020 Q2	–	Sell	-112	Closed	-$1K	–	1324
2020 Q1	$1K	Hold	112	–	–	﹤0.01%	1168
2019 Q4	$2K	Buy	+112	New	+$1.46K	﹤0.01%	928

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

Allworth Financial's PBD Position: Q1 2026 in Review

Allworth Financial held its Invesco Global Clean Energy ETF (PBD) position steady in Q1 2026 at 200 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #4135.

Allworth Financial first reported a position in PBD in Q4 2019 and has held it in 21 quarters since. The position peaked at $72K in Q2 2022. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

Allworth Financial held 200 shares of Invesco Global Clean Energy ETF worth $3.59K as of Q1 2026.
Allworth Financial left its Invesco Global Clean Energy ETF share count unchanged in Q1 2026.
Invesco Global Clean Energy ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4135 holding.
Allworth Financial first reported a position in Invesco Global Clean Energy ETF in Q4 2019 and has held it in 21 quarters since.
Allworth Financial's Invesco Global Clean Energy ETF position peaked at $72K in Q2 2022.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.