Northwestern Mutual Wealth Management
PBD icon

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

Northwestern Mutual 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 		$8.82K Sell
450
-207
-32% -$4.23K ﹤0.01% 3161
2026
Q1 		$11.8K Buy
657
+207
+46% +$3.67K ﹤0.01% 3011
2025
Q4 		$7.24K Sell
450
-6,000
-93% -$97.3K ﹤0.01% 3100
2025
Q3 		$97.2K Buy
6,450
+6,000
+1,333% +$83.7K ﹤0.01% 2057
2025
Q2 		$5.67K Hold
450
– – ﹤0.01% 2974
2025
Q1 		$4.74K Hold
450
– – ﹤0.01% 2963
2024
Q4 		$5.21K Sell
450
-22
-5% -$275 ﹤0.01% 2946
2024
Q3 		$6.62K Hold
472
– – ﹤0.01% 2823
2024
Q2 		$6.38K Sell
472
-321
-40% -$4.51K ﹤0.01% 2792
2024
Q1 		$11.2K Buy
793
+735
+1,267% +$10.3K ﹤0.01% 2598
2023
Q4 		$926 Buy
+58
New +$847 ﹤0.01% 3185
2023
Q2 		– Sell
-20
Closed -$394 – 3533
2023
Q1 		$394 Buy
+20
New +$396 ﹤0.01% 3130
2022
Q4 		– Sell
-175
Closed -$3K – 3435
2022
Q3 		$3K Buy
175
+51
+41% +$1.12K ﹤0.01% 2807
2022
Q2 		$2K Hold
124
– – ﹤0.01% 2938
2022
Q1 		$3K Hold
124
– – ﹤0.01% 2863
2021
Q4 		$3K Hold
124
– – ﹤0.01% 2897
2021
Q3 		$3K Buy
+124
New +$3.64K ﹤0.01% 2790
2021
Q2 		– Sell
-193
Closed -$6K – 3123
2021
Q1 		$6K Buy
+193
New +$6.91K ﹤0.01% 2424

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

Northwestern Mutual Wealth Management's PBD Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its Invesco Global Clean Energy ETF (PBD) stake by 32% in Q2 2026, selling an estimated $4.23K and leaving 450 shares worth $8.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3161.

Northwestern Mutual Wealth Management first reported a position in PBD in Q1 2021 and has held it in 18 quarters since. The position peaked at $97.2K in Q3 2025. 77 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • Northwestern Mutual Wealth Management held 450 shares of Invesco Global Clean Energy ETF worth $8.82K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 207 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $4.23K.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3161 holding.
  • Northwestern Mutual Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q1 2021 and has held it in 18 quarters since.
  • Northwestern Mutual Wealth Management's Invesco Global Clean Energy ETF position peaked at $97.2K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.