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

JFS Wealth 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
Q2 		$21.5K Hold
1,095
– – ﹤0.01% 752
2026
Q1 		$19.6K Hold
1,095
– – ﹤0.01% 741
2025
Q4 		$17.6K Hold
1,095
– – ﹤0.01% 786
2025
Q3 		$16.5K Hold
1,095
– – ﹤0.01% 739
2025
Q2 		$13.8K Sell
1,095
-267
-20% -$3.04K ﹤0.01% 762
2025
Q1 		$14.4K Sell
1,362
-1,072
-44% -$12.3K ﹤0.01% 762
2024
Q4 		$28.2K Buy
2,434
+3
+0.1% +$38 ﹤0.01% 562
2024
Q3 		$34.1K Buy
2,431
+3
+0.1% +$41 ﹤0.01% 530
2024
Q2 		$32.8K Sell
2,428
-3,163
-57% -$44.5K ﹤0.01% 495
2024
Q1 		$79.1K Sell
5,591
-31,106
-85% -$437K 0.01% 360
2023
Q4 		$586K Sell
36,697
-11,555
-24% -$169K 0.05% 137
2023
Q3 		$742K Buy
48,252
+3,198
+7% +$57K 0.07% 125
2023
Q2 		$852K Buy
45,054
+3,100
+7% +$57.9K 0.08% 120
2023
Q1 		$827K Buy
41,954
+56
+0.1% +$1.11K 0.08% 121
2022
Q4 		$769K Sell
41,898
-3,798
-8% -$73.6K 0.08% 123
2022
Q3 		$871K Sell
45,696
-58
-0.1% -$1.27K 0.1% 113
2022
Q2 		$897K Sell
45,754
-491
-1% -$10.6K 0.09% 110
2022
Q1 		$1.15M Sell
46,245
-4,522
-9% -$105K 0.11% 107
2021
Q4 		$1.36M Buy
50,767
+1,071
+2% +$31.1K 0.13% 104
2021
Q3 		$1.39M Buy
+49,696
New +$1.46M 0.14% 99

Other funds holding PBD

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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

JFS Wealth Advisors's PBD Position: Q2 2026 in Review

JFS Wealth Advisors held its Invesco Global Clean Energy ETF (PBD) position steady in Q2 2026 at 1,095 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

JFS Wealth Advisors first reported a position in PBD in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.39M in Q3 2021. 11 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • JFS Wealth Advisors held 1,095 shares of Invesco Global Clean Energy ETF worth $21.5K as of Q2 2026.
  • JFS Wealth Advisors left its Invesco Global Clean Energy ETF share count unchanged in Q2 2026.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #752 holding.
  • JFS Wealth Advisors first reported a position in Invesco Global Clean Energy ETF in Q3 2021 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Invesco Global Clean Energy ETF position peaked at $1.39M in Q3 2021.
  • 11 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.