Jones Financial Companies’s Invesco Global Clean Energy ETF PBD Stock Holding History

Jones Financial Companies’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	$314K	Buy	16,630 +979	+6%	+$20K	﹤0.01%	2403
2026 Q1	$274K	Buy	15,651 +4,018	+35%	+$71.3K	﹤0.01%	2280
2025 Q4	$187K	Sell	11,633 -187	-2%	-$3.03K	﹤0.01%	1934
2025 Q3	$176K	Buy	11,820 +2,793	+31%	+$39K	﹤0.01%	1840
2025 Q2	$114K	Buy	9,027 +1,476	+20%	+$16.8K	﹤0.01%	1883
2025 Q1	$81.3K	Buy	7,551 +6,024	+394%	+$69.1K	﹤0.01%	1865
2024 Q4	$17.7K	Sell	1,527 -221	-13%	-$2.76K	﹤0.01%	2306
2024 Q3	$24.6K	Buy	1,748 +1,550	+783%	+$20.9K	﹤0.01%	1878
2024 Q2	$2.68K	Buy	+198	New	+$2.79K	﹤0.01%	2096

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

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

Jones Financial Companies's PBD Position: Q2 2026 in Review

Jones Financial Companies increased its Invesco Global Clean Energy ETF (PBD) stake by 6.3% in Q2 2026, buying an estimated $20K and bringing the position to 16,630 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

Jones Financial Companies first reported a position in PBD in Q2 2024 and has held it in 9 quarters since. 77 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

Jones Financial Companies held 16,630 shares of Invesco Global Clean Energy ETF worth $314K as of Q2 2026.
Jones Financial Companies bought 979 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $20K.
Invesco Global Clean Energy ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2403 holding.
Jones Financial Companies first reported a position in Invesco Global Clean Energy ETF in Q2 2024 and has held it in 9 quarters since.
77 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.