Compagnie Lombard Odier SCmA’s Invesco Global Clean Energy ETF PBD Stock Holding History

Compagnie Lombard Odier SCmA’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	$17.9K	Hold	1,000	–	–	﹤0.01%	372
2025 Q4	$16.1K	Hold	1,000	–	–	﹤0.01%	377
2025 Q3	$15.1K	Hold	1,000	–	–	﹤0.01%	394
2025 Q2	$12.6K	Sell	1,000 -10,000	-91%	-$114K	﹤0.01%	382
2025 Q1	$116K	Sell	11,000 -4,000	-27%	-$45.9K	﹤0.01%	292
2024 Q4	$174K	Sell	15,000 -1,400	-9%	-$17.5K	﹤0.01%	255
2024 Q3	$230K	Sell	16,400 -1,000	-6%	-$13.5K	﹤0.01%	232
2024 Q2	$235K	Sell	17,400 -20,000	-53%	-$281K	﹤0.01%	229
2024 Q1	$529K	Sell	37,400 -21,000	-36%	-$295K	0.01%	188
2023 Q4	$933K	Buy	58,400 +13,800	+31%	+$202K	0.02%	181
2023 Q3	$686K	Sell	44,600 -2,000	-4%	-$35.6K	0.02%	168
2023 Q2	$881K	Buy	46,600 +1,200	+3%	+$22.4K	0.02%	144
2023 Q1	$895K	Hold	45,400	–	–	0.02%	167
2022 Q4	$833K	Hold	45,400	–	–	0.02%	163
2022 Q3	$865K	Hold	45,400	–	–	0.02%	172
2022 Q2	$890K	Buy	45,400 +18,200	+67%	+$394K	0.02%	162
2022 Q1	$675K	Buy	+27,200	New	+$632K	0.01%	185
2016 Q3	–	Sell	-900	Closed	-$10K	–	923
2016 Q2	$10K	Hold	900	–	–	﹤0.01%	832
2016 Q1	$10K	Hold	900	–	–	﹤0.01%	887
2015 Q4	$10K	Hold	900	–	–	﹤0.01%	856
2015 Q3	$9K	Hold	900	–	–	﹤0.01%	755
2015 Q2	$11K	Hold	900	–	–	﹤0.01%	755
2015 Q1	$11K	Buy	+900	New	+$10.8K	﹤0.01%	894

Other funds holding PBD

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Compagnie Lombard Odier SCmA's PBD Position: Q1 2026 in Review

Compagnie Lombard Odier SCmA held its Invesco Global Clean Energy ETF (PBD) position steady in Q1 2026 at 1,000 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Compagnie Lombard Odier SCmA first reported a position in PBD in Q1 2015 and has held it in 23 quarters since. The position peaked at $933K in Q4 2023. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

Compagnie Lombard Odier SCmA held 1,000 shares of Invesco Global Clean Energy ETF worth $17.9K as of Q1 2026.
Compagnie Lombard Odier SCmA left its Invesco Global Clean Energy ETF share count unchanged in Q1 2026.
Invesco Global Clean Energy ETF made up ﹤0.01% of Compagnie Lombard Odier SCmA's portfolio in Q1 2026, its #372 holding.
Compagnie Lombard Odier SCmA first reported a position in Invesco Global Clean Energy ETF in Q1 2015 and has held it in 23 quarters since.
Compagnie Lombard Odier SCmA's Invesco Global Clean Energy ETF position peaked at $933K in Q4 2023.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2026, filed 15 Apr 2026.