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MinichMacGregor Wealth Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

MinichMacGregor Wealth 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
Q2 		$368K Sell
18,771
-1,796
-9% -$36.7K 0.06% 100
2026
Q1 		$369K Sell
20,567
-1,415
-6% -$25.1K 0.07% 82
2025
Q4 		$354K Buy
+21,982
New +$357K 0.06% 89

Other funds holding PBD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MinichMacGregor Wealth Management's PBD Position: Q2 2026 in Review

MinichMacGregor Wealth Management reduced its Invesco Global Clean Energy ETF (PBD) stake by 8.7% in Q2 2026, selling an estimated $36.7K and leaving 18,771 shares worth $368K. The position accounts for 0.06% of the portfolio, ranked #100.

MinichMacGregor Wealth Management first reported a position in PBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $369K in Q1 2026. 11 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • MinichMacGregor Wealth Management held 18,771 shares of Invesco Global Clean Energy ETF worth $368K as of Q2 2026.
  • MinichMacGregor Wealth Management sold 1,796 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $36.7K.
  • Invesco Global Clean Energy ETF made up 0.06% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #100 holding.
  • MinichMacGregor Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • MinichMacGregor Wealth Management's Invesco Global Clean Energy ETF position peaked at $369K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.