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Wealthspire Advisors (New York)’s Invesco Global Clean Energy ETF PBD Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-7,371
Closed -$111K – 2326
2025
Q3 		$111K Buy
+7,371
New +$103K ﹤0.01% 981

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York)'s PBD Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco Global Clean Energy ETF (PBD) in Q4 2025, closing a stake of 7,371 shares — an estimated $111K sold.

Wealthspire Advisors (New York) first reported a position in PBD in Q3 2025 and held it in 1 quarter. The position peaked at $111K in Q3 2025. 71 funds tracked by Wall St. Rank hold PBD as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco Global Clean Energy ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 7,371 Invesco Global Clean Energy ETF shares in Q4 2025, an estimated $111K.
  • Wealthspire Advisors (New York) first reported a position in Invesco Global Clean Energy ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco Global Clean Energy ETF position peaked at $111K in Q3 2025.
  • 71 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.