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

CoreCap 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	$529	Hold	27	–	–	﹤0.01%	2846
2026 Q1	$484	Hold	27	–	–	﹤0.01%	2655
2025 Q4	$434	Hold	27	–	–	﹤0.01%	2722
2025 Q3	$407	Hold	27	–	–	﹤0.01%	2598
2025 Q2	$340	Hold	27	–	–	﹤0.01%	2562
2025 Q1	$285	Buy	+27	New	+$310	﹤0.01%	2824

Other funds holding PBD

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CoreCap Advisors's PBD Position: Q2 2026 in Review

CoreCap Advisors held its Invesco Global Clean Energy ETF (PBD) position steady in Q2 2026 at 27 shares worth $529. The position accounts for ﹤0.01% of the portfolio, ranked #2846.

CoreCap Advisors first reported a position in PBD in Q1 2025 and has held it in 6 quarters since. 77 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

CoreCap Advisors held 27 shares of Invesco Global Clean Energy ETF worth $529 as of Q2 2026.
CoreCap Advisors left its Invesco Global Clean Energy ETF share count unchanged in Q2 2026.
Invesco Global Clean Energy ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2846 holding.
CoreCap Advisors first reported a position in Invesco Global Clean Energy ETF in Q1 2025 and has held it in 6 quarters since.
77 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.