Whittier Trust’s Invesco Global Clean Energy ETF PBD Stock Holding History

Whittier Trust’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	$10.5K	Hold	580	–	–	﹤0.01%	1119
2025 Q4	$9.73K	Hold	580	–	–	﹤0.01%	1142
2025 Q3	$9.21K	Hold	580	–	–	﹤0.01%	1131
2025 Q2	$7.31K	Sell	580 -1,443	-71%	-$16.4K	﹤0.01%	1287
2025 Q1	$21.3K	Hold	2,023	–	–	﹤0.01%	1091
2024 Q4	$23.4K	Hold	2,023	–	–	﹤0.01%	1070
2024 Q3	$28.3K	Hold	2,023	–	–	﹤0.01%	1023
2024 Q2	$27.4K	Hold	2,023	–	–	﹤0.01%	1028
2024 Q1	$28.6K	Hold	2,023	–	–	﹤0.01%	1047
2023 Q4	$32.3K	Hold	2,023	–	–	﹤0.01%	997
2023 Q3	$31.1K	Hold	2,023	–	–	﹤0.01%	1023
2023 Q2	$38.2K	Hold	2,023	–	–	﹤0.01%	988
2023 Q1	$39.9K	Hold	2,023	–	–	﹤0.01%	1008
2022 Q4	$37.1K	Hold	2,023	–	–	﹤0.01%	1014
2022 Q3	$39K	Hold	2,023	–	–	﹤0.01%	1018
2022 Q2	$40K	Hold	2,023	–	–	﹤0.01%	1001
2022 Q1	$50K	Hold	2,023	–	–	﹤0.01%	974
2021 Q4	$54K	Hold	2,023	–	–	﹤0.01%	964
2021 Q3	$56K	Hold	2,023	–	–	﹤0.01%	905
2021 Q2	$63K	Hold	2,023	–	–	﹤0.01%	903
2021 Q1	$65K	Hold	2,023	–	–	﹤0.01%	872
2020 Q4	$70K	Hold	2,023	–	–	﹤0.01%	787
2020 Q3	$44K	Hold	2,023	–	–	﹤0.01%	860
2020 Q2	$32K	Hold	2,023	–	–	﹤0.01%	879
2020 Q1	$23K	Hold	2,023	–	–	﹤0.01%	959
2019 Q4	$29K	Hold	2,023	–	–	﹤0.01%	956
2019 Q3	$25K	Hold	2,023	–	–	﹤0.01%	982
2019 Q2	$25K	Hold	2,023	–	–	﹤0.01%	916
2019 Q1	$24K	Buy	2,023 +1,443	+249%	+$16.9K	﹤0.01%	915
2018 Q4	$6K	Hold	580	–	–	﹤0.01%	1155
2018 Q3	$7K	Hold	580	–	–	﹤0.01%	1083
2018 Q2	$7K	Hold	580	–	–	﹤0.01%	1063
2018 Q1	$7K	Hold	580	–	–	﹤0.01%	1097
2017 Q4	$8K	Hold	580	–	–	﹤0.01%	1067
2017 Q3	$7K	Hold	580	–	–	﹤0.01%	1089
2017 Q2	$7K	Hold	580	–	–	﹤0.01%	1046
2017 Q1	$6K	Buy	580 +500	+625%	+$5.44K	﹤0.01%	1113
2016 Q4	$1K	Sell	80 -500	-86%	-$5.25K	﹤0.01%	1155
2016 Q3	$6K	Hold	580	–	–	﹤0.01%	1027
2016 Q2	$6K	Hold	580	–	–	﹤0.01%	1045
2016 Q1	$6K	Hold	580	–	–	﹤0.01%	1022
2015 Q4	$7K	Hold	580	–	–	﹤0.01%	1008
2015 Q3	$6K	Hold	580	–	–	﹤0.01%	1010
2015 Q2	$7K	Hold	580	–	–	﹤0.01%	1053
2015 Q1	$7K	Hold	580	–	–	﹤0.01%	1063
2014 Q4	$7K	Hold	580	–	–	﹤0.01%	918
2014 Q3	$7K	Hold	580	–	–	﹤0.01%	902
2014 Q2	$8K	Hold	580	–	–	﹤0.01%	894
2014 Q1	$8K	Hold	580	–	–	﹤0.01%	915
2013 Q4	$7K	Hold	580	–	–	﹤0.01%	937
2013 Q3	$7K	Hold	580	–	–	﹤0.01%	937
2013 Q2	$6K	Buy	+580	New	+$5.49K	﹤0.01%	956

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

Whittier Trust's PBD Position: Q1 2026 in Review

Whittier Trust held its Invesco Global Clean Energy ETF (PBD) position steady in Q1 2026 at 580 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Whittier Trust first reported a position in PBD in Q2 2013 and has held it in 52 quarters since. The position peaked at $70K in Q4 2020. 74 funds tracked by Wall St. Rank hold PBD as of Q1 2026.

Whittier Trust held 580 shares of Invesco Global Clean Energy ETF worth $10.5K as of Q1 2026.
Whittier Trust left its Invesco Global Clean Energy ETF share count unchanged in Q1 2026.
Invesco Global Clean Energy ETF made up ﹤0.01% of Whittier Trust's portfolio in Q1 2026, its #1119 holding.
Whittier Trust first reported a position in Invesco Global Clean Energy ETF in Q2 2013 and has held it in 52 quarters since.
Whittier Trust's Invesco Global Clean Energy ETF position peaked at $70K in Q4 2020.
74 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.