Evelyn Partners
PBD icon

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

Evelyn Partners’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
Q3 		$1.15M Buy
68,607
+68,261
+19,729% +$1.22M 0.02% 185
2026
Q2 		$6.78K Buy
+346
New +$7.07K ﹤0.01% 495

Other funds holding PBD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $4.12B AUM 34.04% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Evelyn Partners's PBD Position: Q3 2026 in Review

Evelyn Partners increased its Invesco Global Clean Energy ETF (PBD) stake by 19,729% in Q3 2026, buying an estimated $1.22M and bringing the position to 68,607 shares worth $1.15M. The position accounts for 0.02% of the portfolio, ranked #185.

Evelyn Partners first reported a position in PBD in Q2 2026 and has held it in 2 quarters since. 53 funds tracked by Wall St. Rank hold PBD as of Q3 2026.

  • Evelyn Partners held 68,607 shares of Invesco Global Clean Energy ETF worth $1.15M as of Q3 2026.
  • Evelyn Partners bought 68,261 Invesco Global Clean Energy ETF shares in Q3 2026, an estimated $1.22M.
  • Invesco Global Clean Energy ETF made up 0.02% of Evelyn Partners's portfolio in Q3 2026, its #185 holding.
  • Evelyn Partners first reported a position in Invesco Global Clean Energy ETF in Q2 2026 and has held it in 2 quarters since.
  • 53 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.