WFC
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Western Financial Corp’s Invesco Global Clean Energy ETF PBD Stock Holding History

Western Financial Corp’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 		$235K Sell
12,014
-98
-0.8% -$2K 0.07% 122
2026
Q1 		$217K Buy
+12,112
New +$215K 0.09% 115

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

Western Financial Corp's PBD Position: Q2 2026 in Review

Western Financial Corp reduced its Invesco Global Clean Energy ETF (PBD) stake by 0.81% in Q2 2026, selling an estimated $2K and leaving 12,014 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #122.

Western Financial Corp first reported a position in PBD in Q1 2026 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold PBD as of Q2 2026.

  • Western Financial Corp held 12,014 shares of Invesco Global Clean Energy ETF worth $235K as of Q2 2026.
  • Western Financial Corp sold 98 Invesco Global Clean Energy ETF shares in Q2 2026, an estimated $2K.
  • Invesco Global Clean Energy ETF made up 0.07% of Western Financial Corp's portfolio in Q2 2026, its #122 holding.
  • Western Financial Corp first reported a position in Invesco Global Clean Energy ETF in Q1 2026 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.