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EverSource Wealth Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

EverSource Wealth Advisors’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 		$10.7K Buy
+545
New +$11.1K ﹤0.01% 2875
2022
Q1 		– Sell
-95
Closed -$3K – 1809
2021
Q4 		$3K Buy
+95
New +$2.76K ﹤0.01% 1446

Other funds holding PBD

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
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
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EverSource Wealth Advisors's PBD Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in Invesco Global Clean Energy ETF (PBD) in Q2 2026: 545 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #2875 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in PBD as recently as Q4 2021.

EverSource Wealth Advisors first reported a position in PBD in Q4 2021 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • EverSource Wealth Advisors held 545 shares of Invesco Global Clean Energy ETF worth $10.7K as of Q2 2026.
  • Invesco Global Clean Energy ETF was a new EverSource Wealth Advisors position in Q2 2026.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2875 holding.
  • EverSource Wealth Advisors first reported a position in Invesco Global Clean Energy ETF in Q4 2021 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.