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 Q3	$10.8K	Hold	645	–	–	﹤0.01%	216
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	$9.7K	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	$9.9K	Hold	645	–	–	0.01%	172
2023 Q2	$12.2K	Buy	+645	New	+$12K	0.01%	168

Other funds holding PBD

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Trust Company of Vermont Brattleboro, Vermont $2.8B AUM 24.08% 1-Year Est. Return

Princeton Global Asset Management Princeton, New Jersey $692M AUM 20.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Willow Creek Capital Management Missoula, Montana $103M AUM

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

CGC Financial Services's PBD Position: Q3 2026 in Review

CGC Financial Services held its Invesco Global Clean Energy ETF (PBD) position steady in Q3 2026 at 645 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

CGC Financial Services first reported a position in PBD in Q2 2023 and has held it in 14 quarters since. The position peaked at $12.6K in Q2 2026. 29 funds tracked by Wall St. Rank hold PBD as of Q3 2026.

CGC Financial Services held 645 shares of Invesco Global Clean Energy ETF worth $10.8K as of Q3 2026.
CGC Financial Services left its Invesco Global Clean Energy ETF share count unchanged in Q3 2026.
Invesco Global Clean Energy ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q3 2026, its #216 holding.
CGC Financial Services first reported a position in Invesco Global Clean Energy ETF in Q2 2023 and has held it in 14 quarters since.
CGC Financial Services's Invesco Global Clean Energy ETF position peaked at $12.6K in Q2 2026.
29 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.