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Colorado Capital Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Colorado Capital Management’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 		$289K Sell
14,764
-875
-6% -$17.9K 0.1% 88
2026
Q1 		$280K Hold
15,639
– – 0.1% 91
2025
Q4 		$252K Sell
15,639
-735
-4% -$11.9K 0.09% 94
2025
Q3 		$247K Sell
16,374
-3,237
-17% -$45.2K 0.1% 95
2025
Q2 		$247K Sell
19,611
-16,845
-46% -$192K 0.11% 90
2025
Q1 		$384K Sell
36,456
-9,606
-21% -$110K 0.18% 74
2024
Q4 		$533K Hold
46,062
– – 0.26% 65
2024
Q3 		$645K Sell
46,062
-3,195
-6% -$43.2K 0.32% 64
2024
Q2 		$666K Sell
49,257
-2,289
-4% -$32.2K 0.37% 61
2024
Q1 		$729K Sell
51,546
-3,751
-7% -$52.7K 0.42% 54
2023
Q4 		$883K Sell
55,297
-14,732
-21% -$215K 0.58% 45
2023
Q3 		$1.08M Sell
70,029
-9,635
-12% -$172K 0.82% 34
2023
Q2 		$1.5M Sell
79,664
-7,138
-8% -$133K 1.11% 28
2023
Q1 		$1.71M Sell
86,802
-16,698
-16% -$331K 1.33% 26
2022
Q4 		$1.9M Sell
103,500
-646
-0.6% -$12.5K 1.58% 23
2022
Q3 		$1.99M Sell
104,146
-2,301
-2% -$50.4K 1.72% 24
2022
Q2 		$2.09M Sell
106,447
-3,360
-3% -$72.7K 1.69% 23
2022
Q1 		$2.72M Buy
109,807
+1,943
+2% +$45.1K 1.96% 21
2021
Q4 		$2.9M Buy
107,864
+4,183
+4% +$122K 1.95% 20
2021
Q3 		$2.89M Buy
103,681
+9,145
+10% +$268K 2.04% 19
2021
Q2 		$2.93M Buy
94,536
+727
+0.8% +$21.8K 1.97% 22
2021
Q1 		$3M Buy
93,809
+2,365
+3% +$84.6K 2.14% 21
2020
Q4 		$3.19M Buy
91,444
+4,412
+5% +$121K 2.32% 19
2020
Q3 		$1.91M Sell
87,032
-716
-0.8% -$13.9K 1.58% 23
2020
Q2 		$1.38M Buy
87,748
+6,658
+8% +$92.3K 1.2% 27
2020
Q1 		$938K Buy
81,090
+7,704
+10% +$110K 0.87% 34
2019
Q4 		$1.05M Buy
73,386
+12,743
+21% +$166K 0.75% 40
2019
Q3 		$738K Buy
60,643
+10,783
+22% +$133K 0.55% 42
2019
Q2 		$626K Buy
49,860
+3,110
+7% +$38K 0.47% 44
2019
Q1 		$559K Buy
46,750
+14,305
+44% +$168K 0.42% 46
2018
Q4 		$338K Sell
32,445
-15,944
-33% -$177K 0.28% 55
2018
Q3 		$579K Buy
48,389
+1,314
+3% +$15.7K 0.42% 47
2018
Q2 		$556K Sell
47,075
-6,135
-12% -$78.3K 0.38% 48
2018
Q1 		$685K Buy
53,210
+745
+1% +$9.86K 0.46% 49
2017
Q4 		$689K Sell
52,465
-2,675
-5% -$34.6K 0.48% 46
2017
Q3 		$698K Buy
55,140
+2,402
+5% +$29.5K 0.52% 42
2017
Q2 		$628K Sell
52,738
-2,149
-4% -$24.8K 0.49% 44
2017
Q1 		$613K Buy
54,887
+2,801
+5% +$30.5K 0.51% 43
2016
Q4 		$541K Sell
52,086
-2,483
-5% -$26.1K 0.49% 44
2016
Q3 		$607K Buy
54,569
+9,025
+20% +$99.5K 0.56% 42
2016
Q2 		$484K Sell
45,544
-2,583
-5% -$27.7K 0.47% 42
2016
Q1 		$521K Buy
48,127
+88
+0.2% +$900 0.52% 40
2015
Q4 		$548K Buy
+48,039
New +$544K 0.6% 41

Other funds holding PBD

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $80.9B AUM 26.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Colorado Capital Management's PBD Position: Q2 2026 in Review

Colorado Capital Management reduced its Invesco Global Clean Energy ETF (PBD) stake by 5.6% in Q2 2026, selling an estimated $17.9K and leaving 14,764 shares worth $289K. The position accounts for 0.1% of the portfolio, ranked #88.

Colorado Capital Management first reported a position in PBD in Q4 2015 and has held it in 43 quarters since. The position peaked at $3.19M in Q4 2020. 77 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • Colorado Capital Management held 14,764 shares of Invesco Global Clean Energy ETF worth $289K as of Q2 2026.
  • Colorado Capital Management sold 875 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $17.9K.
  • Invesco Global Clean Energy ETF made up 0.1% of Colorado Capital Management's portfolio in Q2 2026, its #88 holding.
  • Colorado Capital Management first reported a position in Invesco Global Clean Energy ETF in Q4 2015 and has held it in 43 quarters since.
  • Colorado Capital Management's Invesco Global Clean Energy ETF position peaked at $3.19M in Q4 2020.
  • 77 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.