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 Q2	$801K	Sell	40,844 -4,862	-11%	-$99.4K	﹤0.01%	341
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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors's PBD Position: Q2 2026 in Review

Financial Engines Advisors reduced its Invesco Global Clean Energy ETF (PBD) stake by 11% in Q2 2026, selling an estimated $99.4K and leaving 40,844 shares worth $801K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Financial Engines Advisors first reported a position in PBD in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.32M in Q4 2020. 77 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

Financial Engines Advisors held 40,844 shares of Invesco Global Clean Energy ETF worth $801K as of Q2 2026.
Financial Engines Advisors sold 4,862 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $99.4K.
Invesco Global Clean Energy ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #341 holding.
Financial Engines Advisors first reported a position in Invesco Global Clean Energy ETF in Q4 2018 and has held it in 31 quarters since.
Financial Engines Advisors's Invesco Global Clean Energy ETF position peaked at $1.32M in Q4 2020.
77 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.