OSAM
PBD icon

O'Shaughnessy Asset Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

O'Shaughnessy Asset 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
Q1 		$62.6K Sell
3,489
-2,217
-39% -$39.4K ﹤0.01% 2206
2025
Q4 		$91.8K Buy
+5,706
New +$92.5K ﹤0.01% 2142

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

O'Shaughnessy Asset Management's PBD Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its Invesco Global Clean Energy ETF (PBD) stake by 39% in Q1 2026, selling an estimated $39.4K and leaving 3,489 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

O'Shaughnessy Asset Management first reported a position in PBD in Q4 2025 and has held it in 2 quarters since. The position peaked at $91.8K in Q4 2025. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

  • O'Shaughnessy Asset Management held 3,489 shares of Invesco Global Clean Energy ETF worth $62.6K as of Q1 2026.
  • O'Shaughnessy Asset Management sold 2,217 Invesco Global Clean Energy ETF shares in Q1 2026, an estimated $39.4K.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2206 holding.
  • O'Shaughnessy Asset Management first reported a position in Invesco Global Clean Energy ETF in Q4 2025 and has held it in 2 quarters since.
  • O'Shaughnessy Asset Management's Invesco Global Clean Energy ETF position peaked at $91.8K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.