PCFFS
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Pacific Center for Financial Services’s Invesco Global Clean Energy ETF PBD Stock Holding History

Pacific Center for Financial Services’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 		$6.73K Buy
375
+2
+0.5% +$36 ﹤0.01% 366
2025
Q4 		$5.62K Hold
373
– – ﹤0.01% 367
2025
Q3 		$5.62K Buy
373
+3
+0.8% +$42 ﹤0.01% 367
2025
Q2 		$4.66K Buy
370
+4
+1% +$46 ﹤0.01% 361
2025
Q1 		$3.86K Sell
366
-283
-44% -$3.25K ﹤0.01% 375
2024
Q4 		$7.51K Buy
649
+1
+0.2% +$13 ﹤0.01% 331
2024
Q3 		$9.07K Buy
648
+2
+0.3% +$27 ﹤0.01% 311
2024
Q2 		$8.73K Buy
646
+2
+0.3% +$28 ﹤0.01% 309
2024
Q1 		$9.11K Buy
644
+1
+0.2% +$14 ﹤0.01% 307
2023
Q4 		$10.3K Buy
643
+4
+0.6% +$58 ﹤0.01% 277
2023
Q3 		$9.83K Buy
639
+1
+0.2% +$18 ﹤0.01% 283
2023
Q2 		$12.1K Buy
638
+2
+0.3% +$37 ﹤0.01% 264
2023
Q1 		$12.5K Buy
+636
New +$12.6K ﹤0.01% 261
2022
Q3 		$12K Buy
629
+4
+0.6% +$88 ﹤0.01% 271
2022
Q2 		$12K Buy
625
+1
+0.2% +$22 ﹤0.01% 261
2022
Q1 		$15K Hold
624
– – 0.01% 253
2021
Q4 		$17K Buy
624
+1
+0.2% +$29 0.01% 247
2021
Q3 		$17K Buy
623
+337
+118% +$9.88K 0.01% 251
2021
Q2 		$9K Hold
286
– – ﹤0.01% 271
2021
Q1 		$9K Hold
286
– – ﹤0.01% 257
2020
Q4 		$10K Buy
+286
New +$7.87K ﹤0.01% 246
2017
Q1 		– Sell
-1,087
Closed -$11K – 313
2016
Q4 		$11K Buy
+1,087
New +$11.4K 0.01% 179

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

Pacific Center for Financial Services's PBD Position: Q1 2026 in Review

Pacific Center for Financial Services increased its Invesco Global Clean Energy ETF (PBD) stake by 0.54% in Q1 2026, buying an estimated $36 and bringing the position to 375 shares worth $6.73K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Pacific Center for Financial Services first reported a position in PBD in Q4 2016 and has held it in 22 quarters since. The position peaked at $17K in Q4 2021. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

  • Pacific Center for Financial Services held 375 shares of Invesco Global Clean Energy ETF worth $6.73K as of Q1 2026.
  • Pacific Center for Financial Services bought 2 Invesco Global Clean Energy ETF shares in Q1 2026, an estimated $36.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q1 2026, its #366 holding.
  • Pacific Center for Financial Services first reported a position in Invesco Global Clean Energy ETF in Q4 2016 and has held it in 22 quarters since.
  • Pacific Center for Financial Services's Invesco Global Clean Energy ETF position peaked at $17K in Q4 2021.
  • 74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Pacific Center for Financial Services's 13F filing for Q1 2026, filed 12 May 2026.