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

Ameritas Advisory Services’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
2025 Q3	–	Sell	-8,369	Closed	-$105K	–	2686
2025 Q2	$105K	Sell	8,369 -28,948	-78%	-$329K	0.01%	968
2025 Q1	$393K	Sell	37,317 -42,363	-53%	-$486K	0.02%	625
2024 Q4	$922K	Sell	79,680 -100,873	-56%	-$1.26M	0.03%	441
2024 Q3	$2.53M	Sell	180,553 -95,030	-34%	-$1.28M	0.11%	185
2024 Q2	$3.73M	Buy	275,583 +22,934	+9%	+$323K	0.14%	151
2024 Q1	$3.57M	Buy	252,649 +40,162	+19%	+$564K	0.15%	139
2023 Q4	$3.39M	Sell	212,487 -55	-0%	-$803	0.19%	114
2023 Q3	$3.27M	Buy	+212,542	New	+$3.79M	0.16%	125
2023 Q2	–	Sell	-196,510	Closed	-$3.73M	–	1943
2023 Q1	$3.73M	Buy	196,510 +8,872	+5%	+$176K	0.19%	105
2022 Q4	$3.45M	Buy	187,638 +5,883	+3%	+$114K	0.16%	125
2022 Q3	$3.46M	Buy	181,755 +5,591	+3%	+$122K	0.21%	105
2022 Q2	$3.45M	Buy	176,164 +10,769	+7%	+$233K	0.2%	112
2022 Q1	$4.1M	Buy	165,395 +24,711	+18%	+$574K	0.15%	106
2021 Q4	$3.77M	Buy	+140,684	New	+$4.09M	0.14%	125

Other funds holding PBD

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

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

HIIFS

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

GVCM

Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return

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

Ameritas Advisory Services's PBD Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2025, closing a stake of 8,369 shares — an estimated $105K sold.

Ameritas Advisory Services first reported a position in PBD in Q4 2021 and held it in 14 quarters. The position peaked at $4.1M in Q1 2022. 60 funds tracked by Wall St. Rank hold PBD as of Q3 2025.

Ameritas Advisory Services reported no remaining Invesco Global Clean Energy ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 8,369 Invesco Global Clean Energy ETF shares in Q3 2025, an estimated $105K.
Ameritas Advisory Services first reported a position in Invesco Global Clean Energy ETF in Q4 2021 and held it in 14 quarters.
Ameritas Advisory Services's Invesco Global Clean Energy ETF position peaked at $4.1M in Q1 2022.
60 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.