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

Modera 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
2025 Q1	–	Sell	-17,685	Closed	-$205K	–	634
2024 Q4	$205K	Hold	17,685	–	–	﹤0.01%	597
2024 Q3	$248K	Sell	17,685 -1,121	-6%	-$15.1K	﹤0.01%	537
2024 Q2	$254K	Sell	18,806 -5,239	-22%	-$73.7K	﹤0.01%	500
2024 Q1	$340K	Sell	24,045 -2,335	-9%	-$32.8K	0.01%	457
2023 Q4	$421K	Sell	26,380 -13,140	-33%	-$192K	0.01%	399
2023 Q3	$608K	Sell	39,520 -102	-0.3%	-$1.82K	0.01%	337
2023 Q2	$749K	Buy	+39,622	New	+$740K	0.01%	325

Other funds holding PBD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Modera Wealth Management's PBD Position: Q1 2025 in Review

Modera Wealth Management sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2025, closing a stake of 17,685 shares — an estimated $205K sold.

Modera Wealth Management first reported a position in PBD in Q2 2023 and held it in 7 quarters. The position peaked at $749K in Q2 2023. 62 funds tracked by Wall St. Rank hold PBD as of Q1 2025.

Modera Wealth Management reported no remaining Invesco Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
Modera Wealth Management sold 17,685 Invesco Global Clean Energy ETF shares in Q1 2025, an estimated $205K.
Modera Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q2 2023 and held it in 7 quarters.
Modera Wealth Management's Invesco Global Clean Energy ETF position peaked at $749K in Q2 2023.
62 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2025.

Based on Modera Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.