Aptus Capital Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

Aptus Capital Advisors’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	$5.2K	Hold	290	–	–	﹤0.01%	1558
2025 Q4	$4.66K	Hold	290	–	–	﹤0.01%	1557
2025 Q3	$4.37K	Hold	290	–	–	﹤0.01%	1489
2025 Q2	$3.65K	Hold	290	–	–	﹤0.01%	1444
2025 Q1	$3.06K	Hold	290	–	–	﹤0.01%	1365
2024 Q4	$3.35K	Hold	290	–	–	﹤0.01%	1354
2024 Q3	$4.06K	Hold	290	–	–	﹤0.01%	1153
2024 Q2	$3.92K	Hold	290	–	–	﹤0.01%	1089
2024 Q1	$4.1K	Hold	290	–	–	﹤0.01%	1100
2023 Q4	$4.63K	Hold	290	–	–	﹤0.01%	839
2023 Q3	$4.46K	Hold	290	–	–	﹤0.01%	842
2023 Q2	$5.48K	Hold	290	–	–	﹤0.01%	725
2023 Q1	$5.71K	Hold	290	–	–	﹤0.01%	716
2022 Q4	$5.32K	Hold	290	–	–	﹤0.01%	723
2022 Q3	$6K	Buy	+290	New	+$6.35K	﹤0.01%	696
2022 Q2	–	Sell	-290	Closed	-$7K	–	715
2022 Q1	$7K	Hold	290	–	–	﹤0.01%	625
2021 Q4	$8K	Buy	+290	New	+$8.43K	﹤0.01%	507

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

Aptus Capital Advisors's PBD Position: Q1 2026 in Review

Aptus Capital Advisors held its Invesco Global Clean Energy ETF (PBD) position steady in Q1 2026 at 290 shares worth $5.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

Aptus Capital Advisors first reported a position in PBD in Q4 2021 and has held it in 17 quarters since. The position peaked at $8K in Q4 2021. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

Aptus Capital Advisors held 290 shares of Invesco Global Clean Energy ETF worth $5.2K as of Q1 2026.
Aptus Capital Advisors left its Invesco Global Clean Energy ETF share count unchanged in Q1 2026.
Invesco Global Clean Energy ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1558 holding.
Aptus Capital Advisors first reported a position in Invesco Global Clean Energy ETF in Q4 2021 and has held it in 17 quarters since.
Aptus Capital Advisors's Invesco Global Clean Energy ETF position peaked at $8K in Q4 2021.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.