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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

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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. 77 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.
  • 77 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.