Financial Connections Group’s Invesco Global Clean Energy ETF PBD Stock Holding History

Financial Connections Group’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	–	Sell	-200	Closed	-$3K	–	254
2025 Q4	$3K	Hold	200	–	–	﹤0.01%	206
2025 Q3	$3K	Hold	200	–	–	﹤0.01%	209
2025 Q2	$2K	Hold	200	–	–	﹤0.01%	232
2025 Q1	$2K	Hold	200	–	–	﹤0.01%	204
2024 Q4	$2K	Hold	200	–	–	﹤0.01%	203
2024 Q3	$2K	Hold	200	–	–	﹤0.01%	187
2024 Q2	$2K	Hold	200	–	–	﹤0.01%	298
2024 Q1	$3K	Hold	200	–	–	﹤0.01%	142
2023 Q4	$3K	Hold	200	–	–	﹤0.01%	194
2023 Q3	$3K	Hold	200	–	–	﹤0.01%	113
2023 Q2	$3K	Hold	200	–	–	﹤0.01%	212
2023 Q1	$3K	Hold	200	–	–	﹤0.01%	215
2022 Q4	$3K	Hold	200	–	–	﹤0.01%	208
2022 Q3	$3K	Hold	200	–	–	﹤0.01%	191
2022 Q2	$3K	Hold	200	–	–	﹤0.01%	243
2022 Q1	$4K	Hold	200	–	–	﹤0.01%	236
2021 Q4	$5K	Buy	+200	New	+$5.81K	﹤0.01%	250

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

Financial Connections Group's PBD Position: Q1 2026 in Review

Financial Connections Group sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2026, closing a stake of 200 shares — an estimated $3K sold.

Financial Connections Group first reported a position in PBD in Q4 2021 and held it in 17 quarters. The position peaked at $5K in Q4 2021. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

Financial Connections Group reported no remaining Invesco Global Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
Financial Connections Group sold 200 Invesco Global Clean Energy ETF shares in Q1 2026, an estimated $3K.
Financial Connections Group first reported a position in Invesco Global Clean Energy ETF in Q4 2021 and held it in 17 quarters.
Financial Connections Group's Invesco Global Clean Energy ETF position peaked at $5K in Q4 2021.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.