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BFC Planning, Inc.’s Invesco Global Clean Energy ETF PBD Stock Holding History

BFC Planning, Inc.’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 		$2.73M Buy
139,094
+3,979
+3% +$81.3K 0.11% 190
2026
Q1 		$2.42M Buy
135,115
+3,706
+3% +$65.8K 0.11% 191
2025
Q4 		$2.11M Buy
+131,409
New +$2.13M 0.09% 212

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
Harel Insurance Investments & Financial Services
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

BFC Planning, Inc.'s PBD Position: Q2 2026 in Review

BFC Planning, Inc. increased its Invesco Global Clean Energy ETF (PBD) stake by 2.9% in Q2 2026, buying an estimated $81.3K and bringing the position to 139,094 shares worth $2.73M. The position accounts for 0.11% of the portfolio, ranked #190.

BFC Planning, Inc. first reported a position in PBD in Q4 2025 and has held it in 3 quarters since. 78 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • BFC Planning, Inc. held 139,094 shares of Invesco Global Clean Energy ETF worth $2.73M as of Q2 2026.
  • BFC Planning, Inc. bought 3,979 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $81.3K.
  • Invesco Global Clean Energy ETF made up 0.11% of BFC Planning, Inc.'s portfolio in Q2 2026, its #190 holding.
  • BFC Planning, Inc. first reported a position in Invesco Global Clean Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • 78 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.