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

KKM Financial’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	$335K	Buy	+17,089	New	+$349K	0.05%	145

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

KKM Financial's PBD Position: Q2 2026 in Review

KKM Financial opened a new position in Invesco Global Clean Energy ETF (PBD) in Q2 2026: 17,089 shares worth $335K. The stake represents 0.05% of the portfolio and ranks #145 among its holdings.

77 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

KKM Financial held 17,089 shares of Invesco Global Clean Energy ETF worth $335K as of Q2 2026.
Invesco Global Clean Energy ETF was a new KKM Financial position in Q2 2026.
Invesco Global Clean Energy ETF made up 0.05% of KKM Financial's portfolio in Q2 2026, its #145 holding.
77 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

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