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

Truist 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 Q1	$3.75M	Buy	+209,137	New	+$3.71M	0.01%	986
2021 Q4	–	Sell	-56,171	Closed	-$1.57M	–	2826
2021 Q3	$1.57M	Buy	56,171 +5,213	+10%	+$153K	﹤0.01%	1391
2021 Q2	$1.58M	Buy	50,958 +18,604	+58%	+$557K	﹤0.01%	1412
2021 Q1	$1.03M	Buy	+32,354	New	+$1.16M	﹤0.01%	1578
2020 Q1	–	Sell	-10,166	Closed	-$146K	–	2534
2019 Q4	$146K	Buy	+10,166	New	+$132K	﹤0.01%	2393

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial's PBD Position: Q1 2026 in Review

Truist Financial opened a new position in Invesco Global Clean Energy ETF (PBD) in Q1 2026: 209,137 shares worth $3.75M. The stake represents 0.01% of the portfolio and ranks #986 among its holdings. This is a return to the name: Truist Financial previously reported a position in PBD as recently as Q3 2021.

Truist Financial first reported a position in PBD in Q4 2019 and has held it in 5 quarters since. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

Truist Financial held 209,137 shares of Invesco Global Clean Energy ETF worth $3.75M as of Q1 2026.
Invesco Global Clean Energy ETF was a new Truist Financial position in Q1 2026.
Invesco Global Clean Energy ETF made up 0.01% of Truist Financial's portfolio in Q1 2026, its #986 holding.
Truist Financial first reported a position in Invesco Global Clean Energy ETF in Q4 2019 and has held it in 5 quarters since.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.