Evelyn Partners Investment Management Services’s Invesco Global Clean Energy ETF PBD Stock Holding History

Evelyn Partners Investment Management Services’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	$6.2K	Hold	346	–	–	﹤0.01%	261
2025 Q4	$5.57K	Hold	346	–	–	﹤0.01%	247
2025 Q3	$5.21K	Hold	346	–	–	﹤0.01%	249
2025 Q2	$4.36K	Hold	346	–	–	﹤0.01%	243
2025 Q1	$3.65K	Hold	346	–	–	﹤0.01%	249
2024 Q4	$4K	Buy	+346	New	+$4.33K	﹤0.01%	248

Other funds holding PBD

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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 $83.7B AUM 27.22% 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 $20.6B AUM 59.59% 1-Year Est. Return

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

Evelyn Partners Investment Management Services's PBD Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Invesco Global Clean Energy ETF (PBD) position steady in Q1 2026 at 346 shares worth $6.2K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Evelyn Partners Investment Management Services first reported a position in PBD in Q4 2024 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

Evelyn Partners Investment Management Services held 346 shares of Invesco Global Clean Energy ETF worth $6.2K as of Q1 2026.
Evelyn Partners Investment Management Services left its Invesco Global Clean Energy ETF share count unchanged in Q1 2026.
Invesco Global Clean Energy ETF made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #261 holding.
Evelyn Partners Investment Management Services first reported a position in Invesco Global Clean Energy ETF in Q4 2024 and has held it in 6 quarters since.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.