WSC
PBD icon

Wellington Shields & Co’s Invesco Global Clean Energy ETF PBD Stock Holding History

Wellington Shields & Co’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 		$499K Sell
25,454
-355
-1% -$7.26K 0.11% 159
2026
Q1 		$463K Buy
25,809
+2
+0% +$36 0.12% 156
2025
Q4 		$415K Buy
+25,807
New +$419K 0.1% 159

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wellington Shields & Co's PBD Position: Q2 2026 in Review

Wellington Shields & Co reduced its Invesco Global Clean Energy ETF (PBD) stake by 1.4% in Q2 2026, selling an estimated $7.26K and leaving 25,454 shares worth $499K. The position accounts for 0.11% of the portfolio, ranked #159.

Wellington Shields & Co first reported a position in PBD in Q4 2025 and has held it in 3 quarters since. 77 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • Wellington Shields & Co held 25,454 shares of Invesco Global Clean Energy ETF worth $499K as of Q2 2026.
  • Wellington Shields & Co sold 355 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $7.26K.
  • Invesco Global Clean Energy ETF made up 0.11% of Wellington Shields & Co's portfolio in Q2 2026, its #159 holding.
  • Wellington Shields & Co first reported a position in Invesco Global Clean Energy ETF in Q4 2025 and has held it in 3 quarters since.
  • 77 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.