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

Institute for 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
2026
Q2 		$81.4K Buy
+4,153
New +$84.9K 0.01% 744

Other funds holding PBD

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Institute for Wealth Management's PBD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco Global Clean Energy ETF (PBD) in Q2 2026: 4,153 shares worth $81.4K. The stake represents 0.01% of the portfolio and ranks #744 among its holdings.

43 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • Institute for Wealth Management held 4,153 shares of Invesco Global Clean Energy ETF worth $81.4K as of Q2 2026.
  • Invesco Global Clean Energy ETF was a new Institute for Wealth Management position in Q2 2026.
  • Invesco Global Clean Energy ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #744 holding.
  • 43 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.