Financial Engines Advisors
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Financial Engines Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

Financial Engines 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
Q1 		$820K Sell
45,706
-4,470
-9% -$79.3K ﹤0.01% 326
2025
Q4 		$807K Sell
50,176
-9,071
-15% -$147K ﹤0.01% 340
2025
Q3 		$893K Sell
59,247
-3,486
-6% -$48.6K ﹤0.01% 318
2025
Q2 		$791K Sell
62,733
-766
-1% -$8.72K ﹤0.01% 323
2025
Q1 		$669K Buy
63,499
+51
+0.1% +$585 ﹤0.01% 300
2024
Q4 		$734K Buy
63,448
+7,678
+14% +$96K ﹤0.01% 292
2024
Q3 		$781K Buy
55,770
+3,098
+6% +$41.9K ﹤0.01% 248
2024
Q2 		$712K Sell
52,672
-7,975
-13% -$112K ﹤0.01% 231
2024
Q1 		$858K Buy
60,647
+9,419
+18% +$132K ﹤0.01% 210
2023
Q4 		$818K Buy
51,228
+3,833
+8% +$56K ﹤0.01% 194
2023
Q3 		$729K Sell
47,395
-592
-1% -$10.5K ﹤0.01% 184
2023
Q2 		$907K Buy
47,987
+2,865
+6% +$53.5K ﹤0.01% 176
2023
Q1 		$889K Sell
45,122
-4,122
-8% -$81.6K ﹤0.01% 187
2022
Q4 		$904K Sell
49,244
-1,312
-3% -$25.4K ﹤0.01% 178
2022
Q3 		$963K Buy
50,556
+548
+1% +$12K ﹤0.01% 160
2022
Q2 		$980K Buy
50,008
+4,609
+10% +$99.8K ﹤0.01% 161
2022
Q1 		$1.13M Buy
45,399
+6,356
+16% +$148K ﹤0.01% 156
2021
Q4 		$1.05M Buy
39,043
+5,311
+16% +$154K ﹤0.01% 120
2021
Q3 		$940K Buy
33,732
+5,152
+18% +$151K ﹤0.01% 122
2021
Q2 		$885K Buy
28,580
+709
+3% +$21.2K ﹤0.01% 107
2021
Q1 		$892K Sell
27,871
-10,009
-26% -$358K ﹤0.01% 122
2020
Q4 		$1.32M Sell
37,880
-9,633
-20% -$265K ﹤0.01% 102
2020
Q3 		$1.04M Sell
47,513
-6,473
-12% -$125K ﹤0.01% 105
2020
Q2 		$856K Buy
53,986
+137
+0.3% +$1.9K ﹤0.01% 109
2020
Q1 		$623K Sell
53,849
-8,035
-13% -$115K ﹤0.01% 108
2019
Q4 		$885K Sell
61,884
-2,924
-5% -$38K ﹤0.01% 96
2019
Q3 		$789K Buy
64,808
+874
+1% +$10.8K ﹤0.01% 90
2019
Q2 		$802K Sell
63,934
-1,484
-2% -$18.2K ﹤0.01% 83
2019
Q1 		$783K Buy
65,418
+7,115
+12% +$83.4K ﹤0.01% 82
2018
Q4 		$608K Buy
+58,303
New +$646K ﹤0.01% 85

Other funds holding PBD

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Truist Financial
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
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Financial Engines Advisors's PBD Position: Q1 2026 in Review

Financial Engines Advisors reduced its Invesco Global Clean Energy ETF (PBD) stake by 8.9% in Q1 2026, selling an estimated $79.3K and leaving 45,706 shares worth $820K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Financial Engines Advisors first reported a position in PBD in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.32M in Q4 2020. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

  • Financial Engines Advisors held 45,706 shares of Invesco Global Clean Energy ETF worth $820K as of Q1 2026.
  • Financial Engines Advisors sold 4,470 Invesco Global Clean Energy ETF shares in Q1 2026, an estimated $79.3K.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q1 2026, its #326 holding.
  • Financial Engines Advisors first reported a position in Invesco Global Clean Energy ETF in Q4 2018 and has held it in 30 quarters since.
  • Financial Engines Advisors's Invesco Global Clean Energy ETF position peaked at $1.32M in Q4 2020.
  • 74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.