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MAI Capital Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

MAI Capital Management’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 		$79.2K Buy
4,417
+5
+0.1% +$89 ﹤0.01% 1953
2025
Q4 		$71K Buy
4,412
+24
+0.5% +$389 ﹤0.01% 1821
2025
Q3 		$66.1K Buy
4,388
+34
+0.8% +$474 ﹤0.01% 1778
2025
Q2 		$54.9K Buy
4,354
+46
+1% +$524 ﹤0.01% 1802
2025
Q1 		$45.4K Buy
4,308
+36
+0.8% +$413 ﹤0.01% 1796
2024
Q4 		$49.4K Buy
+4,272
New +$53.4K ﹤0.01% 1773

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

MAI Capital Management's PBD Position: Q1 2026 in Review

MAI Capital Management increased its Invesco Global Clean Energy ETF (PBD) stake by 0.11% in Q1 2026, buying an estimated $89 and bringing the position to 4,417 shares worth $79.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1953.

MAI Capital Management first reported a position in PBD in Q4 2024 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

  • MAI Capital Management held 4,417 shares of Invesco Global Clean Energy ETF worth $79.2K as of Q1 2026.
  • MAI Capital Management bought 5 Invesco Global Clean Energy ETF shares in Q1 2026, an estimated $89.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #1953 holding.
  • MAI Capital Management first reported a position in Invesco Global Clean Energy ETF in Q4 2024 and has held it in 6 quarters since.
  • 74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.