Private Advisor Group’s Invesco Global Clean Energy ETF PBD Stock Holding History

Private Advisor Group’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	$514K	Buy	28,640 +1,756	+7%	+$31.2K	﹤0.01%	1840
2025 Q4	$432K	Buy	+26,884	New	+$436K	﹤0.01%	1918
2023 Q1	–	Sell	-65,215	Closed	-$1.2K	–	2022
2022 Q4	$1.2K	Buy	+65,215	New	+$1.26M	﹤0.01%	1212
2022 Q1	–	Sell	-8,270	Closed	-$222K	–	2232
2021 Q4	$222K	Sell	8,270 -19,016	-70%	-$553K	﹤0.01%	1879
2021 Q3	$761K	Sell	27,286 -305	-1%	-$8.94K	﹤0.01%	1325
2021 Q2	$855K	Buy	27,591 +12,427	+82%	+$372K	0.01%	1149
2021 Q1	$485K	Buy	+15,164	New	+$543K	﹤0.01%	1315
2020 Q3	–	Sell	-309	Closed	-$5K	–	2874
2020 Q2	$5K	Buy	+309	New	+$4.28K	﹤0.01%	3261
2014 Q4	–	Sell	-650	Closed	-$8K	–	1187
2014 Q3	$8K	Buy	+650	New	+$8.74K	﹤0.01%	1209

Other funds holding PBD

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Private Advisor Group's PBD Position: Q1 2026 in Review

Private Advisor Group increased its Invesco Global Clean Energy ETF (PBD) stake by 6.5% in Q1 2026, buying an estimated $31.2K and bringing the position to 28,640 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Private Advisor Group first reported a position in PBD in Q3 2014 and has held it in 9 quarters since. The position peaked at $855K in Q2 2021. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

Private Advisor Group held 28,640 shares of Invesco Global Clean Energy ETF worth $514K as of Q1 2026.
Private Advisor Group bought 1,756 Invesco Global Clean Energy ETF shares in Q1 2026, an estimated $31.2K.
Invesco Global Clean Energy ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1840 holding.
Private Advisor Group first reported a position in Invesco Global Clean Energy ETF in Q3 2014 and has held it in 9 quarters since.
Private Advisor Group's Invesco Global Clean Energy ETF position peaked at $855K in Q2 2021.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.