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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
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 $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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 $14.7B AUM 47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wellington Shields & Co's PBD Position: Q1 2026 in Review

Wellington Shields & Co increased its Invesco Global Clean Energy ETF (PBD) stake by 0.01% in Q1 2026, buying an estimated $36 and bringing the position to 25,809 shares worth $463K. The position accounts for 0.12% of the portfolio, ranked #156.

Wellington Shields & Co first reported a position in PBD in Q4 2025 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

  • Wellington Shields & Co held 25,809 shares of Invesco Global Clean Energy ETF worth $463K as of Q1 2026.
  • Wellington Shields & Co bought 2 Invesco Global Clean Energy ETF shares in Q1 2026, an estimated $36.
  • Invesco Global Clean Energy ETF made up 0.12% of Wellington Shields & Co's portfolio in Q1 2026, its #156 holding.
  • Wellington Shields & Co first reported a position in Invesco Global Clean Energy ETF in Q4 2025 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.