LPL Financial
PBD icon

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

LPL 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
Q1 		$2.07M Sell
115,395
-103,017
-47% -$1.83M ﹤0.01% 3480
2025
Q4 		$3.51M Buy
218,412
+157,859
+261% +$2.56M ﹤0.01% 2861
2025
Q3 		$913K Sell
60,553
-5,035
-8% -$70.2K ﹤0.01% 4086
2025
Q2 		$826K Sell
65,588
-2,252
-3% -$25.6K ﹤0.01% 3921
2025
Q1 		$715K Buy
67,840
+8,986
+15% +$103K ﹤0.01% 3826
2024
Q4 		$681K Sell
58,854
-9,328
-14% -$117K ﹤0.01% 3821
2024
Q3 		$955K Sell
68,182
-2,241
-3% -$30.3K ﹤0.01% 3447
2024
Q2 		$952K Sell
70,423
-3,394
-5% -$47.7K ﹤0.01% 3308
2024
Q1 		$1.04M Sell
73,817
-25,609
-26% -$360K ﹤0.01% 3142
2023
Q4 		$1.59M Sell
99,426
-145,699
-59% -$2.13M ﹤0.01% 2633
2023
Q3 		$3.77M Sell
245,125
-17,246
-7% -$307K ﹤0.01% 1767
2023
Q2 		$4.96M Buy
262,371
+14,900
+6% +$278K ﹤0.01% 1568
2023
Q1 		$4.88M Sell
247,471
-6,974
-3% -$138K ﹤0.01% 1525
2022
Q4 		$4.67M Buy
254,445
+6,328
+3% +$123K ﹤0.01% 1500
2022
Q3 		$4.73M Sell
248,117
-2,797
-1% -$61.2K ﹤0.01% 1420
2022
Q2 		$4.92M Sell
250,914
-39,769
-14% -$861K ﹤0.01% 1410
2022
Q1 		$7.21M Buy
290,683
+10,209
+4% +$237K 0.01% 1204
2021
Q4 		$7.53M Sell
280,474
-79,550
-22% -$2.31M 0.01% 1188
2021
Q3 		$10M Sell
360,024
-90,833
-20% -$2.66M 0.01% 966
2021
Q2 		$14M Buy
450,857
+27,504
+6% +$824K 0.01% 741
2021
Q1 		$13.5M Buy
423,353
+148,607
+54% +$5.32M 0.02% 693
2020
Q4 		$9.55M Buy
274,746
+56,797
+26% +$1.56M 0.01% 766
2020
Q3 		$4.78M Buy
217,949
+46,105
+27% +$894K 0.01% 984
2020
Q2 		$2.73M Buy
171,844
+4,911
+3% +$68.1K ﹤0.01% 1181
2020
Q1 		$1.93M Buy
166,933
+146,606
+721% +$2.1M ﹤0.01% 1213
2019
Q4 		$291K Sell
20,327
-2,509
-11% -$32.6K ﹤0.01% 2797
2019
Q3 		$278K Buy
22,836
+3,626
+19% +$44.8K ﹤0.01% 2741
2019
Q2 		$241K Buy
19,210
+803
+4% +$9.82K ﹤0.01% 2885
2019
Q1 		$220K Buy
18,407
+516
+3% +$6.04K ﹤0.01% 2871
2018
Q4 		$186K Buy
17,891
+280
+2% +$3.1K ﹤0.01% 2830
2018
Q3 		$211K Buy
17,611
+3,530
+25% +$42.1K ﹤0.01% 2964
2018
Q2 		$166K Buy
14,081
+2,621
+23% +$33.5K ﹤0.01% 3025
2018
Q1 		$148K Buy
11,460
+437
+4% +$5.78K ﹤0.01% 3019
2017
Q4 		$145K Buy
11,023
+541
+5% +$6.99K ﹤0.01% 2880
2017
Q3 		$133K Buy
+10,482
New +$129K ﹤0.01% 2748
2017
Q2 		– Sell
-10,893
Closed -$121K – 2932
2017
Q1 		$121K Sell
10,893
-819
-7% -$8.91K ﹤0.01% 2591
2016
Q4 		$123K Buy
11,712
+821
+8% +$8.63K ﹤0.01% 2564
2016
Q3 		$120K Sell
10,891
-365
-3% -$4.02K ﹤0.01% 2502
2016
Q2 		$117K Sell
11,256
-11,985
-52% -$128K ﹤0.01% 2486
2016
Q1 		$248K Sell
23,241
-10,925
-32% -$112K ﹤0.01% 2653
2015
Q4 		$384K Buy
34,166
+15,975
+88% +$181K ﹤0.01% 2360
2015
Q3 		$203K Sell
18,191
-4,675
-20% -$53.5K ﹤0.01% 2499
2015
Q2 		$281K Buy
22,866
+4,916
+27% +$65.6K ﹤0.01% 2359
2015
Q1 		$227K Sell
17,950
-2,328
-11% -$27.8K ﹤0.01% 2464
2014
Q4 		$234K Sell
20,278
-3,792
-16% -$45.5K ﹤0.01% 2372
2014
Q3 		$306K Buy
24,070
+1,765
+8% +$23.7K ﹤0.01% 2150
2014
Q2 		$311K Buy
22,305
+583
+3% +$7.74K ﹤0.01% 2177
2014
Q1 		$293K Sell
21,722
-1,867
-8% -$24.6K ﹤0.01% 2142
2013
Q4 		$285K Buy
23,589
+7,144
+43% +$85K ﹤0.01% 2158
2013
Q3 		$197K Sell
16,445
-4,588
-22% -$48.6K ﹤0.01% 2330
2013
Q2 		$205K Buy
+21,033
New +$199K ﹤0.01% 2182

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

LPL Financial's PBD Position: Q1 2026 in Review

LPL Financial reduced its Invesco Global Clean Energy ETF (PBD) stake by 47% in Q1 2026, selling an estimated $1.83M and leaving 115,395 shares worth $2.07M. The position accounts for ﹤0.01% of the portfolio, ranked #3480.

LPL Financial first reported a position in PBD in Q2 2013 and has held it in 51 quarters since. The position peaked at $14M in Q2 2021. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

  • LPL Financial held 115,395 shares of Invesco Global Clean Energy ETF worth $2.07M as of Q1 2026.
  • LPL Financial sold 103,017 Invesco Global Clean Energy ETF shares in Q1 2026, an estimated $1.83M.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3480 holding.
  • LPL Financial first reported a position in Invesco Global Clean Energy ETF in Q2 2013 and has held it in 51 quarters since.
  • LPL Financial's Invesco Global Clean Energy ETF position peaked at $14M in Q2 2021.
  • 74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.