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Clearstead Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

Clearstead Advisors’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 		$43.5K Hold
2,220
– – ﹤0.01% 1544
2026
Q1 		$39.8K Hold
2,220
– – ﹤0.01% 1321
2025
Q4 		$35.7K Hold
2,220
– – ﹤0.01% 1523
2025
Q3 		$33.5K Hold
2,220
– – ﹤0.01% 1420
2025
Q2 		$28K Hold
2,220
– – ﹤0.01% 1484
2025
Q1 		$23.4K Hold
2,220
– – ﹤0.01% 1380
2024
Q4 		$25.7K Hold
2,220
– – ﹤0.01% 1317
2024
Q3 		$31.1K Hold
2,220
– – ﹤0.01% 1311
2024
Q2 		$30K Hold
2,220
– – ﹤0.01% 1286
2024
Q1 		$31.6K Hold
2,220
– – ﹤0.01% 859
2023
Q4 		$35.5K Sell
2,220
-2,220
-50% -$32.4K ﹤0.01% 826
2023
Q3 		$68.3K Buy
4,440
+3,020
+213% +$53.8K ﹤0.01% 822
2023
Q2 		$26.8K Hold
1,420
– – ﹤0.01% 848
2023
Q1 		$28K Hold
1,420
– – ﹤0.01% 786
2022
Q4 		$26.1K Hold
1,420
– – ﹤0.01% 750
2022
Q3 		$27K Hold
1,420
– – ﹤0.01% 717
2022
Q2 		$28K Buy
1,420
+520
+58% +$11.3K ﹤0.01% 732
2022
Q1 		$22K Hold
900
– – ﹤0.01% 848
2021
Q4 		$24K Hold
900
– – ﹤0.01% 784
2021
Q3 		$25K Buy
+900
New +$26.4K ﹤0.01% 744

Other funds holding PBD

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Clearstead Advisors's PBD Position: Q2 2026 in Review

Clearstead Advisors held its Invesco Global Clean Energy ETF (PBD) position steady in Q2 2026 at 2,220 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Clearstead Advisors first reported a position in PBD in Q3 2021 and has held it in 20 quarters since. The position peaked at $68.3K in Q3 2023. 45 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • Clearstead Advisors held 2,220 shares of Invesco Global Clean Energy ETF worth $43.5K as of Q2 2026.
  • Clearstead Advisors left its Invesco Global Clean Energy ETF share count unchanged in Q2 2026.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1544 holding.
  • Clearstead Advisors first reported a position in Invesco Global Clean Energy ETF in Q3 2021 and has held it in 20 quarters since.
  • Clearstead Advisors's Invesco Global Clean Energy ETF position peaked at $68.3K in Q3 2023.
  • 45 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.