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
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 $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial's PBD Position: Q1 2026 in Review

Raymond James Financial increased its Invesco Global Clean Energy ETF (PBD) stake by 5.9% in Q1 2026, buying an estimated $402K and bringing the position to 408,817 shares worth $7.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2274.

Raymond James Financial first reported a position in PBD in Q4 2024 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

  • Raymond James Financial held 408,817 shares of Invesco Global Clean Energy ETF worth $7.33M as of Q1 2026.
  • Raymond James Financial bought 22,674 Invesco Global Clean Energy ETF shares in Q1 2026, an estimated $402K.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2274 holding.
  • Raymond James Financial first reported a position in Invesco Global Clean Energy ETF in Q4 2024 and has held it in 6 quarters since.
  • 74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.