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Millstone Evans Group’s Invesco Global Clean Energy ETF PBD Stock Holding History

Millstone Evans 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
2026
Q1 		– Sell
-235
Closed -$3.78K – 877
2025
Q4 		$3.78K Buy
+235
New +$3.81K ﹤0.01% 684

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

Millstone Evans Group's PBD Position: Q1 2026 in Review

Millstone Evans Group sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2026, closing a stake of 235 shares — an estimated $3.78K sold.

Millstone Evans Group first reported a position in PBD in Q4 2025 and held it in 1 quarter. The position peaked at $3.78K in Q4 2025. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

  • Millstone Evans Group reported no remaining Invesco Global Clean Energy ETF position as of Q1 2026 after selling out during the quarter.
  • Millstone Evans Group sold 235 Invesco Global Clean Energy ETF shares in Q1 2026, an estimated $3.78K.
  • Millstone Evans Group first reported a position in Invesco Global Clean Energy ETF in Q4 2025 and held it in 1 quarter.
  • Millstone Evans Group's Invesco Global Clean Energy ETF position peaked at $3.78K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.