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Ritter Daniher Financial Advisory’s Invesco Global Clean Energy ETF PBD Stock Holding History

Ritter Daniher Financial Advisory’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 		$30.5K Buy
1,558
+6
+0.4% +$123 ﹤0.01% 328
2026
Q1 		$27.8K Buy
1,552
+2
+0.1% +$36 ﹤0.01% 334
2025
Q4 		$24.9K Buy
+1,550
New +$25.1K ﹤0.01% 343

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
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 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

Ritter Daniher Financial Advisory's PBD Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its Invesco Global Clean Energy ETF (PBD) stake by 0.39% in Q2 2026, buying an estimated $123 and bringing the position to 1,558 shares worth $30.5K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

Ritter Daniher Financial Advisory 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.

  • Ritter Daniher Financial Advisory held 1,558 shares of Invesco Global Clean Energy ETF worth $30.5K as of Q2 2026.
  • Ritter Daniher Financial Advisory bought 6 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $123.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #328 holding.
  • Ritter Daniher Financial Advisory 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 Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.