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 Q1	$217K	Buy	+12,112	New	+$215K	0.09%	115

Other funds holding PBD

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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 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 St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Western Financial Corp's PBD Position: Q1 2026 in Review

Western Financial Corp opened a new position in Invesco Global Clean Energy ETF (PBD) in Q1 2026: 12,112 shares worth $217K. The stake represents 0.09% of the portfolio and ranks #115 among its holdings.

74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

Western Financial Corp held 12,112 shares of Invesco Global Clean Energy ETF worth $217K as of Q1 2026.
Invesco Global Clean Energy ETF was a new Western Financial Corp position in Q1 2026.
Invesco Global Clean Energy ETF made up 0.09% of Western Financial Corp's portfolio in Q1 2026, its #115 holding.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Western Financial Corp's 13F filing for Q1 2026, filed 23 Apr 2026.