Steward Partners Investment Advisory’s Invesco Global Clean Energy ETF PBD Stock Holding History

Steward Partners Investment 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	$30.9K	Buy	1,575 +817	+108%	+$16.7K	﹤0.01%	3214
2026 Q1	$13.6K	Hold	758	–	–	﹤0.01%	3417
2025 Q4	$12.2K	Hold	758	–	–	﹤0.01%	3364
2025 Q3	$11.4K	Hold	758	–	–	﹤0.01%	3345
2025 Q2	$9.55K	Hold	758	–	–	﹤0.01%	3236
2025 Q1	$7.99K	Sell	758 -2,842	-79%	-$32.6K	﹤0.01%	3193
2024 Q4	$41.7K	Hold	3,600	–	–	﹤0.01%	2434
2024 Q3	$50.4K	Buy	3,600 +500	+16%	+$6.75K	﹤0.01%	2233
2024 Q2	$41.9K	Hold	3,100	–	–	﹤0.01%	2189
2024 Q1	$43.9K	Buy	3,100 +500	+19%	+$7.02K	﹤0.01%	2180
2023 Q4	$41.5K	Hold	2,600	–	–	﹤0.01%	2075
2023 Q3	$40K	Hold	2,600	–	–	﹤0.01%	2013
2023 Q2	$49.1K	Hold	2,600	–	–	﹤0.01%	1896
2023 Q1	$51.2K	Hold	2,600	–	–	﹤0.01%	1854
2022 Q4	$47.7K	Hold	2,600	–	–	﹤0.01%	1855
2022 Q3	$50K	Hold	2,600	–	–	﹤0.01%	1787
2022 Q2	$51K	Hold	2,600	–	–	﹤0.01%	1800
2022 Q1	$64K	Buy	2,600 +836	+47%	+$19.4K	﹤0.01%	1793
2021 Q4	$47K	Buy	1,764 +64	+4%	+$1.86K	﹤0.01%	1949
2021 Q3	$47K	Hold	1,700	–	–	﹤0.01%	1934
2021 Q2	$53K	Buy	1,700 +490	+40%	+$14.7K	﹤0.01%	3235
2021 Q1	$38.7K	Sell	1,210 -212	-15%	-$7.58K	﹤0.01%	2117
2020 Q4	$49K	Buy	1,422 +500	+54%	+$13.8K	﹤0.01%	1680
2020 Q3	$20K	Buy	922 +722	+361%	+$14K	﹤0.01%	1894
2020 Q2	$3K	Hold	200	–	–	﹤0.01%	2401
2020 Q1	$2K	Sell	200 -3,601	-95%	-$51.6K	﹤0.01%	2304
2019 Q4	$54K	Buy	3,801 +3,301	+660%	+$42.9K	﹤0.01%	1359
2019 Q3	$6K	Hold	500	–	–	﹤0.01%	2199
2019 Q2	$6K	Buy	+500	New	+$6.12K	﹤0.01%	2167
2018 Q4	–	Sell	-700	Closed	-$8K	–	1726
2018 Q3	$8K	Hold	700	–	–	﹤0.01%	1972
2018 Q2	$8K	Hold	700	–	–	﹤0.01%	1824
2018 Q1	$9K	Buy	+700	New	+$9.26K	﹤0.01%	1615

Other funds holding PBD

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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 St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

Steward Partners Investment Advisory's PBD Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Invesco Global Clean Energy ETF (PBD) stake by 108% in Q2 2026, buying an estimated $16.7K and bringing the position to 1,575 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3214.

Steward Partners Investment Advisory first reported a position in PBD in Q1 2018 and has held it in 32 quarters since. The position peaked at $64K in Q1 2022. 63 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

Steward Partners Investment Advisory held 1,575 shares of Invesco Global Clean Energy ETF worth $30.9K as of Q2 2026.
Steward Partners Investment Advisory bought 817 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $16.7K.
Invesco Global Clean Energy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3214 holding.
Steward Partners Investment Advisory first reported a position in Invesco Global Clean Energy ETF in Q1 2018 and has held it in 32 quarters since.
Steward Partners Investment Advisory's Invesco Global Clean Energy ETF position peaked at $64K in Q1 2022.
63 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.