SOA Wealth Advisors’s Invesco Global Clean Energy ETF PBD Stock Holding History

SOA Wealth Advisors’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	$152K	Buy	8,460 +2	+0%	+$36	0.03%	229
2025 Q4	$136K	Buy	8,458 +9	+0.1%	+$146	0.02%	248
2025 Q3	$127K	Buy	8,449 +13	+0.2%	+$181	0.02%	266
2025 Q2	$106K	Buy	8,436 +18	+0.2%	+$205	0.02%	274
2025 Q1	$88.7K	Buy	8,418 +14	+0.2%	+$161	0.02%	274
2024 Q4	$97.2K	Buy	8,404 +6	+0.1%	+$75	0.02%	257
2024 Q3	$118K	Buy	8,398 +8	+0.1%	+$108	0.02%	236
2024 Q2	$113K	Buy	8,390 +10	+0.1%	+$141	0.02%	235
2024 Q1	$119K	Buy	8,380 +1	+0%	+$14	0.02%	230
2023 Q4	$134K	Buy	8,379 +19	+0.2%	+$277	0.03%	209
2023 Q3	$129K	Buy	8,360 +6	+0.1%	+$107	0.03%	204
2023 Q2	$158K	Buy	8,354 +17	+0.2%	+$317	0.04%	187
2023 Q1	$164K	Buy	8,337 +10	+0.1%	+$198	0.04%	174
2022 Q4	$153K	Buy	8,327 +35	+0.4%	+$678	0.04%	179
2022 Q3	$158K	Buy	8,292 +21	+0.3%	+$460	0.05%	160
2022 Q2	$162K	Buy	8,271 +5	+0.1%	+$108	0.05%	161
2022 Q1	$205K	Buy	8,266 +5	+0.1%	+$116	0.05%	157
2021 Q4	$222K	Buy	8,261 +4	+0%	+$116	0.05%	149
2021 Q3	$230K	Buy	8,257 +4	+0%	+$117	0.06%	142
2021 Q2	$255K	Hold	8,253	–	–	0.07%	135
2021 Q1	$264K	Hold	8,253	–	–	0.07%	128
2020 Q4	$324K	Buy	+8,253	New	+$227K	0.09%	113

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

SOA Wealth Advisors's PBD Position: Q1 2026 in Review

SOA Wealth Advisors increased its Invesco Global Clean Energy ETF (PBD) stake by 0.02% in Q1 2026, buying an estimated $36 and bringing the position to 8,460 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #229.

SOA Wealth Advisors first reported a position in PBD in Q4 2020 and has held it in 22 quarters since. The position peaked at $324K in Q4 2020. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

SOA Wealth Advisors held 8,460 shares of Invesco Global Clean Energy ETF worth $152K as of Q1 2026.
SOA Wealth Advisors bought 2 Invesco Global Clean Energy ETF shares in Q1 2026, an estimated $36.
Invesco Global Clean Energy ETF made up 0.03% of SOA Wealth Advisors's portfolio in Q1 2026, its #229 holding.
SOA Wealth Advisors first reported a position in Invesco Global Clean Energy ETF in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Invesco Global Clean Energy ETF position peaked at $324K in Q4 2020.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.