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	$3.18K	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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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.