Jones Financial Companies
PBD icon

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
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Truist Financial
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
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Jones Financial Companies's PBD Position: Q1 2026 in Review

Jones Financial Companies increased its Invesco Global Clean Energy ETF (PBD) stake by 35% in Q1 2026, buying an estimated $71.3K and bringing the position to 15,651 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Jones Financial Companies first reported a position in PBD in Q2 2024 and has held it in 8 quarters since. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

  • Jones Financial Companies held 15,651 shares of Invesco Global Clean Energy ETF worth $274K as of Q1 2026.
  • Jones Financial Companies bought 4,018 Invesco Global Clean Energy ETF shares in Q1 2026, an estimated $71.3K.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2280 holding.
  • Jones Financial Companies first reported a position in Invesco Global Clean Energy ETF in Q2 2024 and has held it in 8 quarters since.
  • 74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.