Bank of Montreal’s Invesco Global Clean Energy ETF PBD Stock Holding History

Bank of Montreal’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 Q2	–	Sell	-200	Closed	-$2.11K	–	3672
2025 Q1	$2.11K	Hold	200	–	–	﹤0.01%	3401
2024 Q4	$2.31K	Hold	200	–	–	﹤0.01%	3439
2024 Q3	$2.82K	Hold	200	–	–	﹤0.01%	3759
2024 Q2	$2.98K	Sell	200 -299	-60%	-$4.21K	﹤0.01%	3758
2024 Q1	$7.08K	Hold	499	–	–	﹤0.01%	3713
2023 Q4	$8.09K	Hold	499	–	–	﹤0.01%	3823
2023 Q3	$8.67K	Sell	499 -43,604	-99%	-$777K	﹤0.01%	3636
2023 Q2	$860K	Buy	44,103 +43,004	+3,913%	+$803K	﹤0.01%	2266
2023 Q1	$22.5K	Hold	1,099	–	–	﹤0.01%	3507
2022 Q4	$20.2K	Hold	1,099	–	–	﹤0.01%	3692
2022 Q3	$25	Sell	1,099 -201	-15%	-$4.4K	﹤0.01%	3762
2022 Q2	$27	Buy	1,300 +299	+30%	+$6.47K	﹤0.01%	3727
2022 Q1	$25K	Sell	1,001 -34	-3%	-$790	﹤0.01%	3897
2021 Q4	$28K	Hold	1,035	–	–	﹤0.01%	3310
2021 Q3	$30K	Hold	1,035	–	–	﹤0.01%	3615
2021 Q2	$32K	Buy	+1,035	New	+$31K	﹤0.01%	3471

Other funds holding PBD

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

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

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

Bank of Montreal's PBD Position: Q2 2025 in Review

Bank of Montreal sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2025, closing a stake of 200 shares — an estimated $2.11K sold.

Bank of Montreal first reported a position in PBD in Q2 2021 and held it in 16 quarters. The position peaked at $860K in Q2 2023. 63 funds tracked by Wall St. Rank hold PBD as of Q2 2025.

Bank of Montreal reported no remaining Invesco Global Clean Energy ETF position as of Q2 2025 after selling out during the quarter.
Bank of Montreal sold 200 Invesco Global Clean Energy ETF shares in Q2 2025, an estimated $2.11K.
Bank of Montreal first reported a position in Invesco Global Clean Energy ETF in Q2 2021 and held it in 16 quarters.
Bank of Montreal's Invesco Global Clean Energy ETF position peaked at $860K in Q2 2023.
63 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2025.

Based on Bank of Montreal's 13F filing for Q2 2025, filed 5 Aug 2025.