Rockefeller Capital Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Rockefeller Capital Management’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	$7.77K	Buy	433 +1	+0.2%	+$18	﹤0.01%	4096
2025 Q4	$6.96K	Sell	432 -6	-1%	-$97	﹤0.01%	3951
2025 Q3	$6.61K	Buy	+438	New	+$6.11K	﹤0.01%	3793
2023 Q1	–	Sell	-473	Closed	-$8K	–	3324
2022 Q4	$8K	Buy	473 +7	+2%	+$136	﹤0.01%	3189
2022 Q3	$8K	Buy	466 +2	+0.4%	+$44	﹤0.01%	3189
2022 Q2	$8K	Buy	464 +394	+563%	+$8.53K	﹤0.01%	3243
2022 Q1	$1K	Hold	70	–	–	﹤0.01%	3761
2021 Q4	$1K	Hold	70	–	–	﹤0.01%	3675
2021 Q3	$1K	Hold	70	–	–	﹤0.01%	3605
2021 Q2	$2K	Buy	+70	New	+$2.1K	﹤0.01%	3261

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

Rockefeller Capital Management's PBD Position: Q1 2026 in Review

Rockefeller Capital Management increased its Invesco Global Clean Energy ETF (PBD) stake by 0.23% in Q1 2026, buying an estimated $18 and bringing the position to 433 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #4096.

Rockefeller Capital Management first reported a position in PBD in Q2 2021 and has held it in 10 quarters since. The position peaked at $8K in Q4 2022. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

Rockefeller Capital Management held 433 shares of Invesco Global Clean Energy ETF worth $7.77K as of Q1 2026.
Rockefeller Capital Management bought 1 Invesco Global Clean Energy ETF share in Q1 2026, an estimated $18.
Invesco Global Clean Energy ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4096 holding.
Rockefeller Capital Management first reported a position in Invesco Global Clean Energy ETF in Q2 2021 and has held it in 10 quarters since.
Rockefeller Capital Management's Invesco Global Clean Energy ETF position peaked at $8K in Q4 2022.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.