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CGC Financial Services’s Invesco Global Clean Energy ETF PBD Stock Holding History

CGC Financial 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
2026
Q2 		$12.6K Hold
645
– – ﹤0.01% 212
2026
Q1 		$11.6K Hold
645
– – ﹤0.01% 210
2025
Q4 		$10.4K Hold
645
– – ﹤0.01% 231
2025
Q3 		$9.72K Hold
645
– – ﹤0.01% 233
2025
Q2 		$8.13K Hold
645
– – ﹤0.01% 227
2025
Q1 		$6.8K Hold
645
– – ﹤0.01% 220
2024
Q4 		$7.46K Hold
645
– – ﹤0.01% 217
2024
Q3 		$9.04K Hold
645
– – ﹤0.01% 211
2024
Q2 		$8.72K Hold
645
– – ﹤0.01% 211
2024
Q1 		$9.13K Hold
645
– – ﹤0.01% 215
2023
Q4 		$10.3K Hold
645
– – ﹤0.01% 219
2023
Q3 		$9.92K Hold
645
– – 0.01% 172
2023
Q2 		$12.2K Buy
+645
New +$12K 0.01% 168

Other funds holding PBD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

CGC Financial Services's PBD Position: Q2 2026 in Review

CGC Financial Services held its Invesco Global Clean Energy ETF (PBD) position steady in Q2 2026 at 645 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

CGC Financial Services first reported a position in PBD in Q2 2023 and has held it in 13 quarters since. 11 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • CGC Financial Services held 645 shares of Invesco Global Clean Energy ETF worth $12.6K as of Q2 2026.
  • CGC Financial Services left its Invesco Global Clean Energy ETF share count unchanged in Q2 2026.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #212 holding.
  • CGC Financial Services first reported a position in Invesco Global Clean Energy ETF in Q2 2023 and has held it in 13 quarters since.
  • 11 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.