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Sound Income Strategies’s Invesco Global Clean Energy ETF PBD Stock Holding History

Sound Income Strategies’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 		– Sell
-109
Closed -$1.97K – 1819
2026
Q1 		$1.97K Hold
109
– – ﹤0.01% 2149
2025
Q4 		$1.9K Buy
+109
New +$1.77K ﹤0.01% 2151

Other funds holding PBD

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Sound Income Strategies's PBD Position: Q2 2026 in Review

Sound Income Strategies sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2026, closing a stake of 109 shares — an estimated $1.97K sold.

Sound Income Strategies first reported a position in PBD in Q4 2025 and held it in 2 quarters. The position peaked at $1.97K in Q1 2026. 61 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • Sound Income Strategies reported no remaining Invesco Global Clean Energy ETF position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 109 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $1.97K.
  • Sound Income Strategies first reported a position in Invesco Global Clean Energy ETF in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's Invesco Global Clean Energy ETF position peaked at $1.97K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.