McDonald Partners’s Invesco Global Clean Energy ETF PBD Stock Holding History

McDonald Partners’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	$46.1K	Buy	+2,350	New	+$48K	0.01%	325

Other funds holding PBD

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

McDonald Partners's PBD Position: Q2 2026 in Review

McDonald Partners opened a new position in Invesco Global Clean Energy ETF (PBD) in Q2 2026: 2,350 shares worth $46.1K. The stake represents 0.01% of the portfolio and ranks #325 among its holdings.

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

McDonald Partners held 2,350 shares of Invesco Global Clean Energy ETF worth $46.1K as of Q2 2026.
Invesco Global Clean Energy ETF was a new McDonald Partners position in Q2 2026.
Invesco Global Clean Energy ETF made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #325 holding.
26 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.