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NewEdge Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

NewEdge Advisors’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
Q4 		– Sell
-252
Closed -$3.8K – 4346
2025
Q3 		$3.8K Hold
252
– – ﹤0.01% 3614
2025
Q2 		$3.17K Hold
252
– – ﹤0.01% 3521
2025
Q1 		$2.66K Hold
252
– – ﹤0.01% 3449
2024
Q4 		$2.92K Sell
252
-6,312
-96% -$78.9K ﹤0.01% 3377
2024
Q3 		$92K Sell
6,564
-1,143
-15% -$15.4K ﹤0.01% 2219
2024
Q2 		$104K Sell
7,707
-365
-5% -$5.13K ﹤0.01% 2106
2024
Q1 		$114K Buy
8,072
+186
+2% +$2.61K ﹤0.01% 2026
2023
Q4 		$126K Buy
7,886
+109
+1% +$1.59K ﹤0.01% 1870
2023
Q3 		$120K Sell
7,777
-67,311
-90% -$1.2M ﹤0.01% 1781
2023
Q2 		$1.42M Buy
75,088
+3,639
+5% +$67.9K 0.02% 714
2023
Q1 		$1.41M Sell
71,449
-10,460
-13% -$207K 0.02% 653
2022
Q4 		$1.38M Buy
+81,909
New +$1.59M 0.04% 416
2022
Q3 		– Sell
-18,434
Closed -$361K – 1626
2022
Q2 		$361K Buy
18,434
+2,627
+17% +$56.9K 0.01% 1136
2022
Q1 		$392K Buy
15,807
+2,288
+17% +$53.1K 0.01% 904
2021
Q4 		$362K Buy
+13,519
New +$393K 0.01% 1227

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NewEdge Advisors's PBD Position: Q4 2025 in Review

NewEdge Advisors sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2025, closing a stake of 252 shares — an estimated $3.8K sold.

NewEdge Advisors first reported a position in PBD in Q4 2021 and held it in 15 quarters. The position peaked at $1.42M in Q2 2023. 71 funds tracked by Wall St. Rank hold PBD as of Q4 2025.

  • NewEdge Advisors reported no remaining Invesco Global Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
  • NewEdge Advisors sold 252 Invesco Global Clean Energy ETF shares in Q4 2025, an estimated $3.8K.
  • NewEdge Advisors first reported a position in Invesco Global Clean Energy ETF in Q4 2021 and held it in 15 quarters.
  • NewEdge Advisors's Invesco Global Clean Energy ETF position peaked at $1.42M in Q2 2023.
  • 71 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.