Atticus Wealth Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Atticus Wealth Management’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	-432	Closed	-$5.44K	–	493
2025 Q2	$5.44K	Buy	432 +5	+1%	+$57	﹤0.01%	517
2025 Q1	$4.5K	Buy	427 +3	+0.7%	+$34	﹤0.01%	418
2024 Q4	$4.9K	Buy	424 +2	+0.5%	+$25	﹤0.01%	432
2024 Q3	$5.91K	Buy	+422	New	+$5.7K	﹤0.01%	424

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

Atticus Wealth Management's PBD Position: Q3 2025 in Review

Atticus Wealth Management sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2025, closing a stake of 432 shares — an estimated $5.44K sold.

Atticus Wealth Management first reported a position in PBD in Q3 2024 and held it in 4 quarters. The position peaked at $5.91K in Q3 2024. 60 funds tracked by Wall St. Rank hold PBD as of Q3 2025.

Atticus Wealth Management reported no remaining Invesco Global Clean Energy ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 432 Invesco Global Clean Energy ETF shares in Q3 2025, an estimated $5.44K.
Atticus Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q3 2024 and held it in 4 quarters.
Atticus Wealth Management's Invesco Global Clean Energy ETF position peaked at $5.91K in Q3 2024.
60 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.