HighTower Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

HighTower Advisors’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	$34.1M	Sell	1,899,787 -18,146	-0.9%	-$322K	0.04%	455
2025 Q4	$30.8M	Buy	+1,917,933	New	+$31.1M	0.03%	475
2021 Q4	–	Sell	-428,472	Closed	-$11.9M	–	3422
2021 Q3	$11.9M	Buy	428,472 +9,183	+2%	+$269K	0.03%	474
2021 Q2	$13M	Buy	419,289 +14,744	+4%	+$442K	0.04%	432
2021 Q1	$13M	Buy	+404,545	New	+$14.5M	0.04%	403

Other funds holding PBD

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

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

HighTower Advisors's PBD Position: Q1 2026 in Review

HighTower Advisors reduced its Invesco Global Clean Energy ETF (PBD) stake by 0.95% in Q1 2026, selling an estimated $322K and leaving 1,899,787 shares worth $34.1M. The position accounts for 0.04% of the portfolio, ranked #455.

HighTower Advisors first reported a position in PBD in Q1 2021 and has held it in 5 quarters since. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

HighTower Advisors held 1,899,787 shares of Invesco Global Clean Energy ETF worth $34.1M as of Q1 2026.
HighTower Advisors sold 18,146 Invesco Global Clean Energy ETF shares in Q1 2026, an estimated $322K.
Invesco Global Clean Energy ETF made up 0.04% of HighTower Advisors's portfolio in Q1 2026, its #455 holding.
HighTower Advisors first reported a position in Invesco Global Clean Energy ETF in Q1 2021 and has held it in 5 quarters since.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.