Cornerstone Planning Group’s Invesco Global Clean Energy ETF PBD Stock Holding History

Cornerstone Planning Group’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	$2.86K	Hold	157	–	–	﹤0.01%	1228
2026 Q1	$3.37K	Buy	157 +1	+0.6%	+$18	﹤0.01%	1185
2025 Q4	$2.86K	Buy	156 +1	+0.6%	+$16	﹤0.01%	1115
2025 Q3	$2.57K	Buy	155 +1	+0.6%	+$14	﹤0.01%	1115
2025 Q2	$2.08K	Buy	154 +1	+0.7%	+$11	﹤0.01%	936
2025 Q1	$1.6K	Buy	153 +2	+1%	+$23	﹤0.01%	1036
2024 Q4	$1.74K	Hold	151	–	–	﹤0.01%	827
2024 Q3	$1.97K	Buy	151 +1	+0.7%	+$14	﹤0.01%	778
2024 Q2	$1.91K	Buy	+150	New	+$2.11K	﹤0.01%	784

Other funds holding PBD

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cornerstone Planning Group's PBD Position: Q2 2026 in Review

Cornerstone Planning Group held its Invesco Global Clean Energy ETF (PBD) position steady in Q2 2026 at 157 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Cornerstone Planning Group first reported a position in PBD in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.37K in Q1 2026. 45 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

Cornerstone Planning Group held 157 shares of Invesco Global Clean Energy ETF worth $2.86K as of Q2 2026.
Cornerstone Planning Group left its Invesco Global Clean Energy ETF share count unchanged in Q2 2026.
Invesco Global Clean Energy ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1228 holding.
Cornerstone Planning Group first reported a position in Invesco Global Clean Energy ETF in Q2 2024 and has held it in 9 quarters since.
Cornerstone Planning Group's Invesco Global Clean Energy ETF position peaked at $3.37K in Q1 2026.
45 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.