Kestra Advisory Services’s Invesco Global Clean Energy ETF PBD Stock Holding History

Kestra Advisory Services’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	–	Sell	-1,335	Closed	-$21.5K	–	4031
2025 Q4	$21.5K	Buy	+1,335	New	+$21.7K	﹤0.01%	4473
2022 Q1	–	Sell	-7,485	Closed	-$201K	–	2093
2021 Q4	$201K	Sell	7,485 -389	-5%	-$11.3K	﹤0.01%	1876
2021 Q3	$220K	Buy	7,874 +13	+0.2%	+$381	﹤0.01%	1918
2021 Q2	$244K	Buy	7,861 +282	+4%	+$8.45K	﹤0.01%	1717
2021 Q1	$243K	Buy	+7,579	New	+$271K	﹤0.01%	1597

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

Kestra Advisory Services's PBD Position: Q1 2026 in Review

Kestra Advisory Services sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2026, closing a stake of 1,335 shares — an estimated $21.5K sold.

Kestra Advisory Services first reported a position in PBD in Q1 2021 and held it in 5 quarters. The position peaked at $244K in Q2 2021. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

Kestra Advisory Services reported no remaining Invesco Global Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,335 Invesco Global Clean Energy ETF shares in Q1 2026, an estimated $21.5K.
Kestra Advisory Services first reported a position in Invesco Global Clean Energy ETF in Q1 2021 and held it in 5 quarters.
Kestra Advisory Services's Invesco Global Clean Energy ETF position peaked at $244K in Q2 2021.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.