Stifel Financial
PBD icon

Stifel Financial’s Invesco Global Clean Energy ETF PBD Stock Holding History

Stifel Financial’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 		$2.71M Buy
138,418
+270
+0.2% +$5.52K ﹤0.01% 1855
2026
Q1 		$2.48M Sell
138,148
-31,680
-19% -$562K ﹤0.01% 1801
2025
Q4 		$2.73M Buy
169,828
+151,210
+812% +$2.45M ﹤0.01% 1724
2025
Q3 		$281K Buy
18,618
+6
+0% +$84 ﹤0.01% 3157
2025
Q2 		$235K Buy
18,612
+8
+0% +$91 ﹤0.01% 3183
2025
Q1 		$196K Buy
18,604
+7
+0% +$80 ﹤0.01% 3196
2024
Q4 		$215K Sell
18,597
-5,097
-22% -$63.7K ﹤0.01% 3138
2024
Q3 		$332K Sell
23,694
-1,102
-4% -$14.9K ﹤0.01% 2906
2024
Q2 		$335K Sell
24,796
-10,249
-29% -$144K ﹤0.01% 2855
2024
Q1 		$496K Buy
35,045
+1
+0% +$14 ﹤0.01% 2611
2023
Q4 		$560K Buy
35,044
+6,953
+25% +$102K ﹤0.01% 2504
2023
Q3 		$432K Hold
28,091
– – ﹤0.01% 2573
2023
Q2 		$531K Sell
28,091
-148
-0.5% -$2.76K ﹤0.01% 2482
2023
Q1 		$557K Buy
28,239
+852
+3% +$16.9K ﹤0.01% 2455
2022
Q4 		$503K Sell
27,387
-368
-1% -$7.13K ﹤0.01% 2466
2022
Q3 		$529K Buy
27,755
+216
+0.8% +$4.73K ﹤0.01% 2402
2022
Q2 		$540K Buy
27,539
+702
+3% +$15.2K ﹤0.01% 2413
2022
Q1 		$665K Buy
26,837
+2,137
+9% +$49.6K ﹤0.01% 2413
2021
Q4 		$663K Buy
24,700
+3,150
+15% +$91.6K ﹤0.01% 2425
2021
Q3 		$601K Sell
21,550
-57,679
-73% -$1.69M ﹤0.01% 2469
2021
Q2 		$2.45M Sell
79,229
-13,245
-14% -$397K ﹤0.01% 1469
2021
Q1 		$2.96M Buy
92,474
+68,974
+294% +$2.47M ﹤0.01% 1257
2020
Q4 		$817K Hold
23,500
– – ﹤0.01% 1993
2020
Q3 		$516K Hold
23,500
– – ﹤0.01% 2072
2020
Q2 		$373K Buy
23,500
+200
+0.9% +$2.77K ﹤0.01% 2222
2020
Q1 		$270K Hold
23,300
– – ﹤0.01% 2248
2019
Q4 		$333K Hold
23,300
– – ﹤0.01% 2485
2019
Q3 		$284K Hold
23,300
– – ﹤0.01% 2466
2019
Q2 		$293K Hold
23,300
– – ﹤0.01% 2516
2019
Q1 		$280K Sell
23,300
-235
-1% -$2.75K ﹤0.01% 2407
2018
Q4 		$244K Sell
23,535
-365
-2% -$4.04K ﹤0.01% 2348
2018
Q3 		$287K Hold
23,900
– – ﹤0.01% 2386
2018
Q2 		$282K Buy
23,900
+600
+3% +$7.66K ﹤0.01% 2336
2018
Q1 		$301K Hold
23,300
– – ﹤0.01% 2250
2017
Q4 		$305K Hold
23,300
– – ﹤0.01% 2191
2017
Q3 		$296K Hold
23,300
– – ﹤0.01% 2156
2017
Q2 		$278K Hold
23,300
– – ﹤0.01% 2169
2017
Q1 		$261K Buy
23,300
+2,000
+9% +$21.8K ﹤0.01% 2177
2016
Q4 		$221K Buy
21,300
+3,000
+16% +$31.5K ﹤0.01% 2200
2016
Q3 		$203K Sell
18,300
-65
-0.4% -$716 ﹤0.01% 2176
2016
Q2 		$196K Buy
18,365
+8,125
+79% +$87.1K ﹤0.01% 2259
2016
Q1 		$111K Buy
+10,240
New +$105K ﹤0.01% 2096

Other funds holding PBD

HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
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

Stifel Financial's PBD Position: Q2 2026 in Review

Stifel Financial increased its Invesco Global Clean Energy ETF (PBD) stake by 0.2% in Q2 2026, buying an estimated $5.52K and bringing the position to 138,418 shares worth $2.71M. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Stifel Financial first reported a position in PBD in Q1 2016 and has held it in 42 quarters since. The position peaked at $2.96M in Q1 2021. 77 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • Stifel Financial held 138,418 shares of Invesco Global Clean Energy ETF worth $2.71M as of Q2 2026.
  • Stifel Financial bought 270 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $5.52K.
  • Invesco Global Clean Energy ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1855 holding.
  • Stifel Financial first reported a position in Invesco Global Clean Energy ETF in Q1 2016 and has held it in 42 quarters since.
  • Stifel Financial's Invesco Global Clean Energy ETF position peaked at $2.96M in Q1 2021.
  • 77 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.