Guardian Wealth Advisors (North Carolina)’s Invesco Global Clean Energy ETF PBD Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$5.2K	Buy	+290	New	+$5.15K	﹤0.01%	566
2025 Q3	–	Sell	-290	Closed	-$3.65K	–	480
2025 Q2	$3.65K	Hold	290	–	–	﹤0.01%	516
2025 Q1	$3.06K	Hold	290	–	–	﹤0.01%	496
2024 Q4	$3.35K	Hold	290	–	–	﹤0.01%	479
2024 Q3	$4.06K	Hold	290	–	–	﹤0.01%	412
2024 Q2	$3.92K	Hold	290	–	–	﹤0.01%	397
2024 Q1	$4.1K	Hold	290	–	–	﹤0.01%	410
2023 Q4	$4.63K	Hold	290	–	–	﹤0.01%	397
2023 Q3	$4.46K	Hold	290	–	–	﹤0.01%	379
2023 Q2	$5.48K	Hold	290	–	–	﹤0.01%	358
2023 Q1	$5.71K	Buy	+290	New	+$5.74K	﹤0.01%	357

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

Guardian Wealth Advisors (North Carolina)'s PBD Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in Invesco Global Clean Energy ETF (PBD) in Q1 2026: 290 shares worth $5.2K. The stake represents ﹤0.01% of the portfolio and ranks #566 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in PBD as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in PBD in Q1 2023 and has held it in 11 quarters since. The position peaked at $5.71K in Q1 2023. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 290 shares of Invesco Global Clean Energy ETF worth $5.2K as of Q1 2026.
Invesco Global Clean Energy ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
Invesco Global Clean Energy ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #566 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Invesco Global Clean Energy ETF in Q1 2023 and has held it in 11 quarters since.
Guardian Wealth Advisors (North Carolina)'s Invesco Global Clean Energy ETF position peaked at $5.71K in Q1 2023.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.