Trust Company of Vermont’s Invesco Global Clean Energy ETF PBD Stock Holding History

Trust Company of Vermont’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	$382K	Buy	+19,506	New	+$399K	0.01%	293
2025 Q4	$315K	Hold	19,607	–	–	0.01%	297
2025 Q3	$295K	Sell	19,607 -350	-2%	-$4.88K	0.01%	304
2025 Q2	$251K	Sell	19,957 -575	-3%	-$6.54K	0.01%	314
2025 Q1	$216K	Buy	20,532 +894	+5%	+$10.3K	0.01%	330
2024 Q4	$227K	Sell	19,638 -721	-4%	-$9.01K	0.01%	330
2024 Q3	$285K	Sell	20,359 -727	-3%	-$9.82K	0.01%	294
2024 Q2	$285K	Sell	21,086 -6,372	-23%	-$89.6K	0.02%	278
2024 Q1	$389K	Buy	27,458 +903	+3%	+$12.7K	0.02%	247
2023 Q4	$424K	Sell	26,555 -4,037	-13%	-$59K	0.03%	223
2023 Q3	$471K	Sell	30,592 -31,999	-51%	-$570K	0.03%	222
2023 Q2	$1.18M	Sell	62,591 -3,359	-5%	-$62.7K	0.08%	168
2023 Q1	$1.3M	Buy	65,950 +1,270	+2%	+$25.2K	0.09%	162
2022 Q4	$1.19M	Sell	64,680 -152	-0.2%	-$2.94K	0.09%	167
2022 Q3	$1.24M	Buy	64,832 +3,001	+5%	+$65.7K	0.1%	153
2022 Q2	$1.21M	Sell	61,831 -213	-0.3%	-$4.61K	0.09%	153
2022 Q1	$1.54M	Sell	62,044 -7,551	-11%	-$175K	0.1%	144
2021 Q4	$1.87M	Buy	69,595 +3,059	+5%	+$88.9K	0.12%	140
2021 Q3	$1.85M	Buy	66,536 +3,640	+6%	+$107K	0.13%	136
2021 Q2	$1.95M	Buy	62,896 +5,421	+9%	+$162K	0.14%	134
2021 Q1	$1.84M	Buy	57,475 +6,394	+13%	+$229K	0.14%	137
2020 Q4	$1.77M	Buy	51,081 +4,175	+9%	+$115K	0.14%	131
2020 Q3	$1.03M	Buy	46,906 +4,553	+11%	+$88.3K	0.09%	154
2020 Q2	$672K	Sell	42,353 -3,053	-7%	-$42.3K	0.07%	174
2020 Q1	$525K	Buy	45,406 +12,525	+38%	+$180K	0.05%	195
2019 Q4	$470K	Sell	32,881 -1,043	-3%	-$13.6K	0.04%	230
2019 Q3	$413K	Sell	33,924 -2,621	-7%	-$32.4K	0.03%	238
2019 Q2	$459K	Sell	36,545 -2,507	-6%	-$30.7K	0.04%	228
2019 Q1	$468K	Sell	39,052 -5,469	-12%	-$64.1K	0.04%	225
2018 Q4	$464K	Sell	44,521 -10,317	-19%	-$114K	0.04%	218
2018 Q3	$657K	Buy	54,838 +4,479	+9%	+$53.4K	0.06%	206
2018 Q2	$595K	Buy	50,359 +12,259	+32%	+$157K	0.05%	212
2018 Q1	$490K	Buy	38,100 +7,934	+26%	+$105K	0.05%	223
2017 Q4	$396K	Buy	30,166 +13,510	+81%	+$175K	0.04%	238
2017 Q3	$211K	Buy	16,656 +13,146	+375%	+$161K	0.02%	315
2017 Q2	$42K	Buy	3,510 +3,310	+1,655%	+$38.2K	﹤0.01%	532
2017 Q1	$2K	Hold	200	–	–	﹤0.01%	831
2016 Q4	$2K	Hold	200	–	–	﹤0.01%	838
2016 Q3	$2K	Hold	200	–	–	﹤0.01%	790
2016 Q2	$2K	Hold	200	–	–	﹤0.01%	808
2016 Q1	$2K	Buy	+200	New	+$2.04K	﹤0.01%	707

Other funds holding PBD

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Trust Company of Vermont's PBD Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Invesco Global Clean Energy ETF (PBD) in Q2 2026: 19,506 shares worth $382K. The stake represents 0.01% of the portfolio and ranks #293 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in PBD as recently as Q4 2025.

Trust Company of Vermont first reported a position in PBD in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.95M in Q2 2021. 43 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

Trust Company of Vermont held 19,506 shares of Invesco Global Clean Energy ETF worth $382K as of Q2 2026.
Invesco Global Clean Energy ETF was a new Trust Company of Vermont position in Q2 2026.
Invesco Global Clean Energy ETF made up 0.01% of Trust Company of Vermont's portfolio in Q2 2026, its #293 holding.
Trust Company of Vermont first reported a position in Invesco Global Clean Energy ETF in Q1 2016 and has held it in 41 quarters since.
Trust Company of Vermont's Invesco Global Clean Energy ETF position peaked at $1.95M in Q2 2021.
43 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.