Johnson Financial Group LLC (Colorado)’s Invesco Global Clean Energy ETF PBD Stock Holding History

Johnson Financial Group LLC (Colorado)’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 Q1	$400K	Hold	22,306	–	–	0.03%	105
2025 Q4	$359K	Buy	22,306 +3,525	+19%	+$57.2K	0.02%	83
2025 Q3	$283K	Hold	18,781	–	–	0.03%	67
2025 Q2	$237K	Hold	18,781	–	–	0.02%	69
2025 Q1	$198K	Hold	18,781	–	–	0.02%	97
2024 Q4	$217K	Sell	18,781 -34,411	-65%	-$430K	0.03%	47
2024 Q3	$745K	Hold	53,192	–	–	0.09%	25
2024 Q2	$719K	Hold	53,192	–	–	0.09%	21
2024 Q1	$753K	Sell	53,192 -191	-0.4%	-$2.68K	0.1%	25
2023 Q4	$853K	Buy	+53,383	New	+$780K	0.11%	31

Other funds holding PBD

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HIIFS

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s PBD Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) held its Invesco Global Clean Energy ETF (PBD) position steady in Q1 2026 at 22,306 shares worth $400K. The position accounts for 0.03% of the portfolio, ranked #105.

Johnson Financial Group LLC (Colorado) first reported a position in PBD in Q4 2023 and has held it in 10 quarters since. The position peaked at $853K in Q4 2023. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 22,306 shares of Invesco Global Clean Energy ETF worth $400K as of Q1 2026.
Johnson Financial Group LLC (Colorado) left its Invesco Global Clean Energy ETF share count unchanged in Q1 2026.
Invesco Global Clean Energy ETF made up 0.03% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #105 holding.
Johnson Financial Group LLC (Colorado) first reported a position in Invesco Global Clean Energy ETF in Q4 2023 and has held it in 10 quarters since.
Johnson Financial Group LLC (Colorado)'s Invesco Global Clean Energy ETF position peaked at $853K in Q4 2023.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.