Simplex Trading’s Invesco Global Clean Energy ETF PBD Stock Holding History

Simplex Trading’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	$11.5K	Buy	+644	New	+$11.4K	﹤0.01%	7236
2025 Q4	–	Sell	-144	Closed	-$2K	–	9677
2025 Q3	$2K	Sell	144 -468	-76%	-$6.53K	﹤0.01%	8696
2025 Q2	$7K	Buy	+612	New	+$6.96K	﹤0.01%	7573
2025 Q1	–	Sell	-1,200	Closed	-$13K	–	9362
2024 Q4	$13K	Buy	+1,200	New	+$15K	﹤0.01%	7016
2022 Q2	–	Sell	-250	Closed	-$6K	–	10791
2022 Q1	$6K	Buy	250 +183	+273%	+$4.25K	﹤0.01%	9313
2021 Q4	$1K	Buy	+67	New	+$1.95K	﹤0.01%	10223

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 $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 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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Simplex Trading's PBD Position: Q1 2026 in Review

Simplex Trading opened a new position in Invesco Global Clean Energy ETF (PBD) in Q1 2026: 644 shares worth $11.5K. The stake represents ﹤0.01% of the portfolio and ranks #7236 among its holdings. This is a return to the name: Simplex Trading previously reported a position in PBD as recently as Q3 2025.

Simplex Trading first reported a position in PBD in Q4 2021 and has held it in 6 quarters since. The position peaked at $13K in Q4 2024. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

Simplex Trading held 644 shares of Invesco Global Clean Energy ETF worth $11.5K as of Q1 2026.
Invesco Global Clean Energy ETF was a new Simplex Trading position in Q1 2026.
Invesco Global Clean Energy ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #7236 holding.
Simplex Trading first reported a position in Invesco Global Clean Energy ETF in Q4 2021 and has held it in 6 quarters since.
Simplex Trading's Invesco Global Clean Energy ETF position peaked at $13K in Q4 2024.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.