Howland Capital Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Howland Capital 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
2025 Q1	–	Sell	-29,050	Closed	-$336K	–	275
2024 Q4	$336K	Buy	+29,050	New	+$363K	0.01%	239
2023 Q3	–	Sell	-10,050	Closed	-$190K	–	261
2023 Q2	$190K	Hold	10,050	–	–	0.01%	258
2023 Q1	$198K	Sell	10,050 -4,000	-28%	-$79.2K	0.01%	261
2022 Q4	$258K	Hold	14,050	–	–	0.02%	228
2022 Q3	$268K	Hold	14,050	–	–	0.02%	210
2022 Q2	$275K	Hold	14,050	–	–	0.02%	210
2022 Q1	$348K	Hold	14,050	–	–	0.02%	174
2021 Q4	$377K	Hold	14,050	–	–	0.02%	173
2021 Q3	$392K	Hold	14,050	–	–	0.02%	175
2021 Q2	$435K	Hold	14,050	–	–	0.02%	175
2021 Q1	$450K	Hold	14,050	–	–	0.03%	173
2020 Q4	$488K	Hold	14,050	–	–	0.03%	159
2020 Q3	$308K	Hold	14,050	–	–	0.02%	172
2020 Q2	$223K	Hold	14,050	–	–	0.02%	195
2020 Q1	$163K	Hold	14,050	–	–	0.01%	191
2019 Q4	$201K	Hold	14,050	–	–	0.01%	218
2019 Q3	$171K	Hold	14,050	–	–	0.01%	207
2019 Q2	$176K	Hold	14,050	–	–	0.01%	198
2019 Q1	$168K	Hold	14,050	–	–	0.01%	200
2018 Q4	$146K	Sell	14,050 -4,500	-24%	-$49.8K	0.01%	195
2018 Q3	$222K	Sell	18,550 -3,000	-14%	-$35.7K	0.02%	208
2018 Q2	$255K	Hold	21,550	–	–	0.02%	199
2018 Q1	$278K	Buy	21,550 +800	+4%	+$10.6K	0.02%	193
2017 Q4	$273K	Buy	20,750 +6,000	+41%	+$77.6K	0.02%	196
2017 Q3	$187K	Hold	14,750	–	–	0.02%	216
2017 Q2	$176K	Hold	14,750	–	–	0.01%	219
2017 Q1	$165K	Buy	+14,750	New	+$160K	0.01%	215

Other funds holding PBD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Howland Capital Management's PBD Position: Q1 2025 in Review

Howland Capital Management sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2025, closing a stake of 29,050 shares — an estimated $336K sold.

Howland Capital Management first reported a position in PBD in Q1 2017 and held it in 27 quarters. The position peaked at $488K in Q4 2020. 62 funds tracked by Wall St. Rank hold PBD as of Q1 2025.

Howland Capital Management reported no remaining Invesco Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
Howland Capital Management sold 29,050 Invesco Global Clean Energy ETF shares in Q1 2025, an estimated $336K.
Howland Capital Management first reported a position in Invesco Global Clean Energy ETF in Q1 2017 and held it in 27 quarters.
Howland Capital Management's Invesco Global Clean Energy ETF position peaked at $488K in Q4 2020.
62 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2025.

Based on Howland Capital Management's 13F filing for Q1 2025, filed 8 May 2025.