MinichMacGregor Wealth Management
PBD icon

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
Q3 		– Sell
-18,771
Closed -$368K – 169
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

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Evelyn Partners
Evelyn Partners London $6.26B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Trust Company of Vermont
Trust Company of Vermont Brattleboro, Vermont $2.8B AUM 24.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Princeton Global Asset Management
Princeton Global Asset Management Princeton, New Jersey $692M AUM 20.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

MinichMacGregor Wealth Management's PBD Position: Q3 2026 in Review

MinichMacGregor Wealth Management sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2026, closing a stake of 18,771 shares — an estimated $368K sold.

MinichMacGregor Wealth Management first reported a position in PBD in Q4 2025 and held it in 3 quarters. The position peaked at $369K in Q1 2026. 43 funds tracked by Wall St. Rank hold PBD as of Q3 2026.

  • MinichMacGregor Wealth Management reported no remaining Invesco Global Clean Energy ETF position as of Q3 2026 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 18,771 Invesco Global Clean Energy ETF shares in Q3 2026, an estimated $368K.
  • MinichMacGregor Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q4 2025 and held it in 3 quarters.
  • MinichMacGregor Wealth Management's Invesco Global Clean Energy ETF position peaked at $369K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.