HWAM
PBD icon

Hennion & Walsh Asset Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Hennion & Walsh Asset Management’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 		$776K Sell
39,615
-118,503
-75% -$2.42M 0.02% 632
2026
Q1 		$3.51M Buy
158,118
+120,268
+318% +$2.13M 0.12% 223
2025
Q4 		$609K Buy
+37,850
New +$614K 0.02% 652

Other funds holding PBD

PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Hennion & Walsh Asset Management's PBD Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Invesco Global Clean Energy ETF (PBD) stake by 75% in Q2 2026, selling an estimated $2.42M and leaving 39,615 shares worth $776K. The position accounts for 0.02% of the portfolio, ranked #632.

Hennion & Walsh Asset Management first reported a position in PBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.51M in Q1 2026. 11 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • Hennion & Walsh Asset Management held 39,615 shares of Invesco Global Clean Energy ETF worth $776K as of Q2 2026.
  • Hennion & Walsh Asset Management sold 118,503 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $2.42M.
  • Invesco Global Clean Energy ETF made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #632 holding.
  • Hennion & Walsh Asset Management first reported a position in Invesco Global Clean Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • Hennion & Walsh Asset Management's Invesco Global Clean Energy ETF position peaked at $3.51M in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.