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

Larson Financial Group’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
2025 Q1	–	Sell	-2,044	Closed	-$23.6K	–	3176
2024 Q4	$23.6K	Buy	2,044 +8	+0.4%	+$100	﹤0.01%	1156
2024 Q3	$28.5K	Buy	2,036 +10	+0.5%	+$135	﹤0.01%	1082
2024 Q2	$27.4K	Buy	2,026 +13	+0.6%	+$183	﹤0.01%	971
2024 Q1	$28.5K	Buy	2,013 +1	+0%	+$14	﹤0.01%	815
2023 Q4	$32.1K	Buy	2,012 +25	+1%	+$365	﹤0.01%	741
2023 Q3	$30.6K	Buy	1,987 +525	+36%	+$9.35K	﹤0.01%	725
2023 Q2	$27.6K	Buy	1,462 +11	+0.8%	+$205	﹤0.01%	659
2023 Q1	$28.6K	Buy	1,451 +7	+0.5%	+$139	﹤0.01%	663
2022 Q4	$26.5K	Buy	1,444 +22	+2%	+$426	﹤0.01%	634
2022 Q3	$27K	Buy	1,422 +5	+0.4%	+$109	﹤0.01%	566
2022 Q2	$28K	Buy	1,417 +8	+0.6%	+$173	﹤0.01%	482
2022 Q1	$35K	Buy	1,409 +3	+0.2%	+$70	0.01%	434
2021 Q4	$38K	Buy	1,406 +3	+0.2%	+$87	0.01%	429
2021 Q3	$39K	Buy	1,403 +3	+0.2%	+$88	0.01%	343
2021 Q2	$43K	Buy	+1,400	New	+$42K	0.01%	302

Other funds holding PBD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Larson Financial Group's PBD Position: Q1 2025 in Review

Larson Financial Group sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2025, closing a stake of 2,044 shares — an estimated $23.6K sold.

Larson Financial Group first reported a position in PBD in Q2 2021 and held it in 15 quarters. The position peaked at $43K in Q2 2021. 62 funds tracked by Wall St. Rank hold PBD as of Q1 2025.

Larson Financial Group reported no remaining Invesco Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
Larson Financial Group sold 2,044 Invesco Global Clean Energy ETF shares in Q1 2025, an estimated $23.6K.
Larson Financial Group first reported a position in Invesco Global Clean Energy ETF in Q2 2021 and held it in 15 quarters.
Larson Financial Group's Invesco Global Clean Energy ETF position peaked at $43K in Q2 2021.
62 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2025.

Based on Larson Financial Group's 13F filing for Q1 2025, filed 2 May 2025.