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IHT Wealth Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

IHT Wealth 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
Q4 		– Sell
-34,460
Closed -$519K – 1232
2025
Q3 		$519K Buy
34,460
+90
+0.3% +$1.26K 0.01% 724
2025
Q2 		$433K Sell
34,370
-4,980
-13% -$56.7K 0.01% 746
2025
Q1 		$415K Buy
39,350
+6,217
+19% +$71.3K 0.01% 733
2024
Q4 		$383K Sell
33,133
-6,258
-16% -$78.2K 0.01% 773
2024
Q3 		$552K Sell
39,391
-14,210
-27% -$192K 0.02% 693
2024
Q2 		$725K Buy
53,601
+1,101
+2% +$15.5K 0.03% 522
2024
Q1 		$743K Buy
52,500
+20,502
+64% +$288K 0.03% 509
2023
Q4 		$511K Sell
31,998
-11,668
-27% -$170K 0.02% 592
2023
Q3 		$672K Buy
43,666
+6,467
+17% +$115K 0.03% 467
2023
Q2 		$703K Buy
37,199
+3,807
+11% +$71.1K 0.04% 436
2023
Q1 		$658K Buy
33,392
+796
+2% +$15.8K 0.04% 423
2022
Q4 		$598K Buy
32,596
+345
+1% +$6.68K 0.04% 438
2022
Q3 		$615K Buy
32,251
+3,419
+12% +$74.8K 0.05% 396
2022
Q2 		$565K Buy
28,832
+6,875
+31% +$149K 0.05% 361
2022
Q1 		$545K Buy
21,957
+6,816
+45% +$158K 0.04% 390
2021
Q4 		$406K Buy
15,141
+952
+7% +$27.7K 0.03% 495
2021
Q3 		$396K Buy
14,189
+1,756
+14% +$51.5K 0.03% 504
2021
Q2 		$385K Buy
+12,433
New +$373K 0.02% 626

Other funds holding PBD

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IHT Wealth Management's PBD Position: Q4 2025 in Review

IHT Wealth Management sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2025, closing a stake of 34,460 shares — an estimated $519K sold.

IHT Wealth Management first reported a position in PBD in Q2 2021 and held it in 18 quarters. The position peaked at $743K in Q1 2024. 71 funds tracked by Wall St. Rank hold PBD as of Q4 2025.

  • IHT Wealth Management reported no remaining Invesco Global Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
  • IHT Wealth Management sold 34,460 Invesco Global Clean Energy ETF shares in Q4 2025, an estimated $519K.
  • IHT Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q2 2021 and held it in 18 quarters.
  • IHT Wealth Management's Invesco Global Clean Energy ETF position peaked at $743K in Q1 2024.
  • 71 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2025.

Based on IHT Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.