Pathstone Holdings
PBD icon

Pathstone Holdings’s Invesco Global Clean Energy ETF PBD Stock Holding History

Pathstone Holdings’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
Q1 		– Sell
-36,124
Closed -$418K – 2354
2024
Q4 		$418K Buy
36,124
+95
+0.3% +$1.19K ﹤0.01% 1806
2024
Q3 		$505K Buy
36,029
+129
+0.4% +$1.74K ﹤0.01% 1723
2024
Q2 		$485K Buy
35,900
+226
+0.6% +$3.18K ﹤0.01% 1709
2024
Q1 		$505K Buy
35,674
+17
+0% +$239 ﹤0.01% 1673
2023
Q4 		$569K Buy
+35,657
New +$521K ﹤0.01% 1420

Other funds holding PBD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return

Pathstone Holdings's PBD Position: Q1 2025 in Review

Pathstone Holdings sold out of Invesco Global Clean Energy ETF (PBD) in Q1 2025, closing a stake of 36,124 shares — an estimated $418K sold.

Pathstone Holdings first reported a position in PBD in Q4 2023 and held it in 5 quarters. The position peaked at $569K in Q4 2023. 62 funds tracked by Wall St. Rank hold PBD as of Q1 2025.

  • Pathstone Holdings reported no remaining Invesco Global Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Pathstone Holdings sold 36,124 Invesco Global Clean Energy ETF shares in Q1 2025, an estimated $418K.
  • Pathstone Holdings first reported a position in Invesco Global Clean Energy ETF in Q4 2023 and held it in 5 quarters.
  • Pathstone Holdings's Invesco Global Clean Energy ETF position peaked at $569K in Q4 2023.
  • 62 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2025.

Based on Pathstone Holdings's 13F filing for Q1 2025, filed 15 May 2025.