Harbour Investments’s Invesco Global Clean Energy ETF PBD Stock Holding History

Harbour Investments’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 Q1	–	Sell	-230	Closed	-$2.66K	–	3637
2024 Q4	$2.66K	Hold	230	–	–	﹤0.01%	2940
2024 Q3	$3.22K	Hold	230	–	–	﹤0.01%	2779
2024 Q2	$3.11K	Hold	230	–	–	﹤0.01%	2683
2024 Q1	$3.25K	Sell	230 -265	-54%	-$3.72K	﹤0.01%	2641
2023 Q4	$7.91K	Buy	495 +230	+87%	+$3.36K	﹤0.01%	2234
2023 Q3	$4.08K	Hold	265	–	–	﹤0.01%	2345
2023 Q2	$5.01K	Hold	265	–	–	﹤0.01%	2277
2023 Q1	$5.22K	Hold	265	–	–	﹤0.01%	2262
2022 Q4	$4.87K	Hold	265	–	–	﹤0.01%	2228
2022 Q3	$5K	Hold	265	–	–	﹤0.01%	2189
2022 Q2	$5K	Buy	+265	New	+$5.74K	﹤0.01%	2189
2021 Q4	$7K	Hold	265	–	–	﹤0.01%	2062
2021 Q3	$7K	Buy	+265	New	+$7.77K	﹤0.01%	2842

Other funds holding PBD

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

Harbour Investments's PBD Position: Q1 2025 in Review

Harbour Investments sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2025, closing a stake of 230 shares — an estimated $2.66K sold.

Harbour Investments first reported a position in PBD in Q3 2021 and held it in 13 quarters. The position peaked at $7.91K in Q4 2023. 62 funds tracked by Wall St. Rank hold PBD as of Q1 2025.

Harbour Investments reported no remaining Invesco Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
Harbour Investments sold 230 Invesco Global Clean Energy ETF shares in Q1 2025, an estimated $2.66K.
Harbour Investments first reported a position in Invesco Global Clean Energy ETF in Q3 2021 and held it in 13 quarters.
Harbour Investments's Invesco Global Clean Energy ETF position peaked at $7.91K in Q4 2023.
62 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2025.

Based on Harbour Investments's 13F filing for Q1 2025, filed 8 May 2025.