PGAM
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Princeton Global Asset Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Princeton Global 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
Q2 		$259K Buy
13,237
+1,519
+13% +$31.1K 0.04% 191
2026
Q1 		$210K Buy
11,718
+5,013
+75% +$89K 0.03% 194
2025
Q4 		$108K Buy
6,705
+37
+0.6% +$600 0.02% 260
2025
Q3 		$100K Buy
6,668
+52
+0.8% +$726 0.02% 249
2025
Q2 		$83.4K Buy
6,616
+24
+0.4% +$273 0.02% 252
2025
Q1 		$69.5K Buy
6,592
+4,344
+193% +$49.8K 0.01% 257
2024
Q4 		$26K Sell
2,248
-4,321
-66% -$54K ﹤0.01% 388
2024
Q3 		$92K Buy
6,569
+33
+0.5% +$446 0.02% 252
2024
Q2 		$88.4K Buy
6,536
+42
+0.6% +$591 0.02% 233
2024
Q1 		$91.9K Buy
6,494
+3
+0% +$42 0.02% 206
2023
Q4 		$104K Buy
6,491
+78
+1% +$1.14K 0.03% 198
2023
Q3 		$98.6K Buy
6,413
+15
+0.2% +$267 0.03% 192
2023
Q2 		$121K Buy
6,398
+49
+0.8% +$915 0.04% 187
2023
Q1 		$125K Buy
6,349
+28
+0.4% +$555 0.04% 189
2022
Q4 		$116K Buy
6,321
+100
+2% +$1.94K 0.04% 178
2022
Q3 		$119K Buy
6,221
+48
+0.8% +$1.05K 0.04% 177
2022
Q2 		$121K Buy
6,173
+372
+6% +$8.05K 0.04% 186
2022
Q1 		$144K Buy
5,801
+359
+7% +$8.34K 0.04% 186
2021
Q4 		$146K Sell
5,442
-92
-2% -$2.67K 0.04% 188
2021
Q3 		$154K Buy
5,534
+127
+2% +$3.72K 0.05% 183
2021
Q2 		$167K Hold
5,407
– – 0.05% 180
2021
Q1 		$173K Buy
5,407
+353
+7% +$12.6K 0.06% 176
2020
Q4 		$176K Sell
5,054
-1,738
-26% -$47.8K 0.06% 171
2020
Q3 		$149K Buy
6,792
+861
+15% +$16.7K 0.06% 164
2020
Q2 		$94K Buy
5,931
+4,181
+239% +$58K 0.03% 217
2020
Q1 		$20K Buy
+1,750
New +$25.1K 0.01% 309
2019
Q2 		– Sell
-1,000
Closed -$11K – 405
2019
Q1 		$11K Buy
+1,000
New +$11.7K 0.01% 297

Other funds holding PBD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Princeton Global Asset Management's PBD Position: Q2 2026 in Review

Princeton Global Asset Management increased its Invesco Global Clean Energy ETF (PBD) stake by 13% in Q2 2026, buying an estimated $31.1K and bringing the position to 13,237 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #191.

Princeton Global Asset Management first reported a position in PBD in Q1 2019 and has held it in 27 quarters since. 11 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • Princeton Global Asset Management held 13,237 shares of Invesco Global Clean Energy ETF worth $259K as of Q2 2026.
  • Princeton Global Asset Management bought 1,519 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $31.1K.
  • Invesco Global Clean Energy ETF made up 0.04% of Princeton Global Asset Management's portfolio in Q2 2026, its #191 holding.
  • Princeton Global Asset Management first reported a position in Invesco Global Clean Energy ETF in Q1 2019 and has held it in 27 quarters since.
  • 11 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.