PFS
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Prospera Financial Services’s Invesco Global Clean Energy ETF PBD Stock Holding History

Prospera 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
Q2 		$605K Buy
30,874
+8,342
+37% +$171K 0.01% 963
2026
Q1 		$404K Sell
22,532
-562
-2% -$9.98K 0.01% 1087
2025
Q4 		$372K Buy
+23,094
New +$375K 0.01% 1054

Other funds holding PBD

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 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

Prospera Financial Services's PBD Position: Q2 2026 in Review

Prospera Financial Services increased its Invesco Global Clean Energy ETF (PBD) stake by 37% in Q2 2026, buying an estimated $171K and bringing the position to 30,874 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #963.

Prospera Financial Services first reported a position in PBD in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • Prospera Financial Services held 30,874 shares of Invesco Global Clean Energy ETF worth $605K as of Q2 2026.
  • Prospera Financial Services bought 8,342 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $171K.
  • Invesco Global Clean Energy ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #963 holding.
  • Prospera Financial Services first reported a position in Invesco Global Clean Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.