Equitable Holdings’s Invesco Global Clean Energy ETF PBD Stock Holding History

Equitable Holdings’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	$595K	Buy	30,370 +6,186	+26%	+$126K	﹤0.01%	1229
2026 Q1	$434K	Buy	+24,184	New	+$429K	﹤0.01%	1307
2021 Q1	–	Sell	-6,592	Closed	-$229K	–	760
2020 Q4	$229K	Buy	+6,592	New	+$181K	0.01%	621
2020 Q3	–	Sell	-16,708	Closed	-$265K	–	646
2020 Q2	$265K	Buy	16,708 +58	+0.3%	+$804	0.01%	529
2020 Q1	$193K	Buy	16,650 +5,624	+51%	+$80.6K	0.01%	545
2019 Q4	$158K	Buy	+11,026	New	+$143K	﹤0.01%	576

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

Equitable Holdings's PBD Position: Q2 2026 in Review

Equitable Holdings increased its Invesco Global Clean Energy ETF (PBD) stake by 26% in Q2 2026, buying an estimated $126K and bringing the position to 30,370 shares worth $595K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Equitable Holdings first reported a position in PBD in Q4 2019 and has held it in 6 quarters since. 77 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

Equitable Holdings held 30,370 shares of Invesco Global Clean Energy ETF worth $595K as of Q2 2026.
Equitable Holdings bought 6,186 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $126K.
Invesco Global Clean Energy ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1229 holding.
Equitable Holdings first reported a position in Invesco Global Clean Energy ETF in Q4 2019 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 Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.