Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Invesco Global Clean Energy ETF PBD Stock Holding History

Carson Wealth (CWM LLC)’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 		$13.4K Buy
746
+1
+0.1% +$18 ﹤0.01% 4654
2025
Q4 		$12K Buy
745
+4
+0.5% +$65 ﹤0.01% 4470
2025
Q3 		$11K Buy
741
+6
+0.8% +$84 ﹤0.01% 4439
2025
Q2 		$9K Sell
735
-2,992
-80% -$34.1K ﹤0.01% 4365
2025
Q1 		$39K Buy
3,727
+6
+0.2% +$69 ﹤0.01% 3189
2024
Q4 		$43K Sell
3,721
-2,104
-36% -$26.3K ﹤0.01% 2919
2024
Q3 		$82K Buy
5,825
+4
+0.1% +$54 ﹤0.01% 2332
2024
Q2 		$79K Buy
5,821
+80
+1% +$1.13K ﹤0.01% 2145
2024
Q1 		$81K Buy
5,741
+3,000
+109% +$42.1K ﹤0.01% 2006
2023
Q4 		$44K Buy
2,741
+2,114
+337% +$30.9K ﹤0.01% 2250
2023
Q3 		$10K Buy
627
+1
+0.2% +$18 ﹤0.01% 3143
2023
Q2 		$12K Buy
626
+5
+0.8% +$93 ﹤0.01% 2986
2023
Q1 		$12K Buy
621
+138
+29% +$2.73K ﹤0.01% 2858
2022
Q4 		$9K Buy
483
+7
+1% +$136 ﹤0.01% 2874
2022
Q3 		$9K Buy
476
+2
+0.4% +$44 ﹤0.01% 2765
2022
Q2 		$9K Buy
474
+3
+0.6% +$65 ﹤0.01% 2656
2022
Q1 		$12K Buy
471
+1
+0.2% +$23 ﹤0.01% 2383
2021
Q4 		$13K Buy
+470
New +$13.7K ﹤0.01% 2213
2021
Q2 		$15K Hold
470
– – ﹤0.01% 1929
2021
Q1 		$15K Hold
470
– – ﹤0.01% 1929
2020
Q4 		$15K Hold
470
– – ﹤0.01% 1929
2020
Q3 		$15K Hold
470
– – ﹤0.01% 1929
2020
Q2 		$15K Hold
470
– – ﹤0.01% 1929
2020
Q1 		$15K Hold
470
– – ﹤0.01% 1928
2019
Q4 		$15K Hold
470
– – ﹤0.01% 1928
2019
Q3 		$15K Hold
470
– – ﹤0.01% 1928
2019
Q2 		$15K Hold
470
– – ﹤0.01% 1928
2019
Q1 		$15K Buy
+470
New +$5.51K ﹤0.01% 1928

Other funds holding PBD

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PBD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Invesco Global Clean Energy ETF (PBD) stake by 0.13% in Q1 2026, buying an estimated $18 and bringing the position to 746 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4654.

Carson Wealth (CWM LLC) first reported a position in PBD in Q1 2019 and has held it in 28 quarters since. The position peaked at $82K in Q3 2024. 75 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 746 shares of Invesco Global Clean Energy ETF worth $13.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1 Invesco Global Clean Energy ETF share in Q1 2026, an estimated $18.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4654 holding.
  • Carson Wealth (CWM LLC) first reported a position in Invesco Global Clean Energy ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Invesco Global Clean Energy ETF position peaked at $82K in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.