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 Q2	$292K	Sell	14,903 -7,403	-33%	-$151K	0.02%	222
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 $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

Johnson Financial Group LLC (Colorado)'s PBD Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) reduced its Invesco Global Clean Energy ETF (PBD) stake by 33% in Q2 2026, selling an estimated $151K and leaving 14,903 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #222.

Johnson Financial Group LLC (Colorado) first reported a position in PBD in Q4 2023 and has held it in 11 quarters since. The position peaked at $853K in Q4 2023. 77 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

Johnson Financial Group LLC (Colorado) held 14,903 shares of Invesco Global Clean Energy ETF worth $292K as of Q2 2026.
Johnson Financial Group LLC (Colorado) sold 7,403 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $151K.
Invesco Global Clean Energy ETF made up 0.02% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #222 holding.
Johnson Financial Group LLC (Colorado) first reported a position in Invesco Global Clean Energy ETF in Q4 2023 and has held it in 11 quarters since.
Johnson Financial Group LLC (Colorado)'s Invesco Global Clean Energy ETF position peaked at $853K in Q4 2023.
77 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.