GPS Wealth Strategies Group’s Invesco Global Clean Energy ETF PBD Stock Holding History

GPS Wealth Strategies 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
2025 Q4	–	Sell	-1,460	Closed	-$22K	–	1266
2025 Q3	$22K	Buy	1,460 +3	+0.2%	+$42	﹤0.01%	881
2025 Q2	$18.4K	Sell	1,457 -394	-21%	-$4.48K	﹤0.01%	870
2025 Q1	$19.5K	Sell	1,851 -335	-15%	-$3.84K	﹤0.01%	834
2024 Q4	$25.3K	Sell	2,186 -857	-28%	-$10.7K	﹤0.01%	736
2024 Q3	$42.6K	Buy	3,043 +135	+5%	+$1.82K	0.01%	615
2024 Q2	$39.3K	Buy	2,908 +2,747	+1,706%	+$38.6K	0.01%	593
2024 Q1	$2.28K	Sell	161 -60	-27%	-$842	﹤0.01%	1118
2023 Q4	$3.53K	Sell	221 -75	-25%	-$1.09K	﹤0.01%	1048
2023 Q3	$4.55K	Hold	296	–	–	﹤0.01%	984
2023 Q2	$5.59K	Hold	296	–	–	﹤0.01%	967
2023 Q1	$5.83K	Buy	+296	New	+$5.86K	﹤0.01%	950

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GPS Wealth Strategies Group's PBD Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2025, closing a stake of 1,460 shares — an estimated $22K sold.

GPS Wealth Strategies Group first reported a position in PBD in Q1 2023 and held it in 11 quarters. The position peaked at $42.6K in Q3 2024. 71 funds tracked by Wall St. Rank hold PBD as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Invesco Global Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 1,460 Invesco Global Clean Energy ETF shares in Q4 2025, an estimated $22K.
GPS Wealth Strategies Group first reported a position in Invesco Global Clean Energy ETF in Q1 2023 and held it in 11 quarters.
GPS Wealth Strategies Group's Invesco Global Clean Energy ETF position peaked at $42.6K in Q3 2024.
71 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.