Independent Financial Group’s Invesco Global Clean Energy ETF PBD Stock Holding History

Independent Financial Group’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	$560K	Buy	28,559 +411	+1%	+$8.4K	0.01%	949
2026 Q1	$505K	Sell	28,148 -611	-2%	-$10.8K	0.01%	927
2025 Q4	$463K	Buy	+28,759	New	+$466K	0.01%	943
2021 Q4	–	Sell	-13,176	Closed	-$367K	–	820
2021 Q3	$367K	Buy	13,176 +674	+5%	+$19.8K	0.04%	459
2021 Q2	$387K	Buy	12,502 +3,021	+32%	+$90.5K	0.04%	445
2021 Q1	$303K	Buy	+9,481	New	+$339K	0.04%	463

Other funds holding PBD

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Independent Financial Group's PBD Position: Q2 2026 in Review

Independent Financial Group increased its Invesco Global Clean Energy ETF (PBD) stake by 1.5% in Q2 2026, buying an estimated $8.4K and bringing the position to 28,559 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #949.

Independent Financial Group first reported a position in PBD in Q1 2021 and has held it in 6 quarters since. 77 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

Independent Financial Group held 28,559 shares of Invesco Global Clean Energy ETF worth $560K as of Q2 2026.
Independent Financial Group bought 411 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $8.4K.
Invesco Global Clean Energy ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #949 holding.
Independent Financial Group first reported a position in Invesco Global Clean Energy ETF in Q1 2021 and has held it in 6 quarters since.
77 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.