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 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 $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

Equitable Holdings's PBD Position: Q1 2026 in Review

Equitable Holdings opened a new position in Invesco Global Clean Energy ETF (PBD) in Q1 2026: 24,184 shares worth $434K. The stake represents ﹤0.01% of the portfolio and ranks #1307 among its holdings. This is a return to the name: Equitable Holdings previously reported a position in PBD as recently as Q4 2020.

Equitable Holdings first reported a position in PBD in Q4 2019 and has held it in 5 quarters since. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

Equitable Holdings held 24,184 shares of Invesco Global Clean Energy ETF worth $434K as of Q1 2026.
Invesco Global Clean Energy ETF was a new Equitable Holdings position in Q1 2026.
Invesco Global Clean Energy ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1307 holding.
Equitable Holdings first reported a position in Invesco Global Clean Energy ETF in Q4 2019 and has held it in 5 quarters since.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.