Raymond James Financial
PBD icon

Raymond James Financial’s Invesco Global Clean Energy ETF PBD Stock Holding History

Raymond James Financial’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 		$7.99M Sell
407,414
-1,403
-0.3% -$28.7K ﹤0.01% 2351
2026
Q1 		$7.33M Buy
408,817
+22,674
+6% +$402K ﹤0.01% 2274
2025
Q4 		$6.21M Buy
386,143
+368,876
+2,136% +$5.98M ﹤0.01% 2336
2025
Q3 		$260K Sell
17,267
-566
-3% -$7.9K ﹤0.01% 4491
2025
Q2 		$225K Sell
17,833
-1,459
-8% -$16.6K ﹤0.01% 4454
2025
Q1 		$203K Sell
19,292
-2,355
-11% -$27K ﹤0.01% 4420
2024
Q4 		$250K Buy
+21,647
New +$271K ﹤0.01% 4286

Other funds holding PBD

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial's PBD Position: Q2 2026 in Review

Raymond James Financial reduced its Invesco Global Clean Energy ETF (PBD) stake by 0.34% in Q2 2026, selling an estimated $28.7K and leaving 407,414 shares worth $7.99M. The position accounts for ﹤0.01% of the portfolio, ranked #2351.

Raymond James Financial first reported a position in PBD in Q4 2024 and has held it in 7 quarters since. 77 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • Raymond James Financial held 407,414 shares of Invesco Global Clean Energy ETF worth $7.99M as of Q2 2026.
  • Raymond James Financial sold 1,403 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $28.7K.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2351 holding.
  • Raymond James Financial first reported a position in Invesco Global Clean Energy ETF in Q4 2024 and has held it in 7 quarters since.
  • 77 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.