Evelyn Partners Group Ltd’s Invesco Global Clean Energy ETF PBD Stock Holding History

Evelyn Partners Group Ltd’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	$6.78K	Buy	+346	New	+$7.07K	﹤0.01%	495

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

Evelyn Partners Group Ltd's PBD Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Invesco Global Clean Energy ETF (PBD) in Q2 2026: 346 shares worth $6.78K. The stake represents ﹤0.01% of the portfolio and ranks #495 among its holdings.

43 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

Evelyn Partners Group Ltd held 346 shares of Invesco Global Clean Energy ETF worth $6.78K as of Q2 2026.
Invesco Global Clean Energy ETF was a new Evelyn Partners Group Ltd position in Q2 2026.
Invesco Global Clean Energy ETF made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #495 holding.
43 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.