Purchases and Sales Made in Q1 2024 in Invesco ETF Tr Ii Global Clean (PBD)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Global Clean (PBD) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II GLOBAL CLEAN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
43.6KNew |
$582K - $681K
|
43.6K
$722K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
40.2K+ 18.9% |
$537K - $628K
|
253K
$4.19M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.5K+ 64.07% |
$274K - $320K
|
52.5K
$870K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
13.4K+ 24.99% |
$179K - $209K
|
67K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.42K+ 18.39% |
$126K - $147K
|
60.6K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.28K+ 10.37% |
$97.3K - $114K
|
77.4K
$1.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.32KNew |
$84.6K - $98.8K
|
6.32K
$105K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.98K+ 45.38% |
$79.9K - $93.4K
|
19.1K
$317K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.77K+ 10.59% |
$50.5K - $59K
|
39.4K
$653K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.58K+ 15.8% |
$47.9K - $55.9K
|
26.2K
$435K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.07K+ 10.01% |
$41K - $48K
|
33.7K
$559K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3K+ 109.45% |
$40.1K - $46.9K
|
5.74K
$95.1K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.4KNew |
$32.1K - $37.5K
|
2.4K
$39.8K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2.23K+ 31.84% |
$29.7K - $34.8K
|
9.21K
$153K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.08KNew |
$27.8K - $32.5K
|
2.08K
$34.5K
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.7K+ 7.16% |
$22.8K - $26.6K
|
25.5K
$422K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
903+ 3.4% |
$12.1K - $14.1K
|
27.5K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
735+ 1267.24% |
$9.83K - $11.5K
|
793
$13.1K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
602+ 0.43% |
$8.05K - $9.41K
|
139K
$2.31M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
500+ 19.23% |
$6.69K - $7.82K
|
3.1K
$51.4K
|
|
|
Sep 24, 2025
Q1 2024
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
474New |
$6.34K - $7.41K
|
474
$7.85K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
200New |
$2.67K - $3.13K
|
200
$3.31K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
187New |
$2.5K - $2.92K
|
187
$3.1K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
186+ 2.36% |
$2.49K - $2.91K
|
8.07K
$134K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
17+ 0.05% |
$227 - $266
|
35.7K
$591K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3+ 0.05% |
$40.1 - $46.9
|
6.49K
$108K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.0% |
$13.4 - $15.6
|
35K
$581K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.16% |
$13.4 - $15.6
|
644
$10.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.01% |
$13.4 - $15.6
|
8.38K
$139K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.05% |
$13.4 - $15.6
|
2.01K
$33.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-60- 27.15% |
$802 - $938
|
161
$2.67K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-125- 14.45% |
$1.67K - $1.95K
|
740
$12.3K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-186- 2.01% |
$2.49K - $2.91K
|
9.05K
$150K
|
|
|
May 10, 2024
Q1 2024
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-191- 0.36% |
$2.55K - $2.99K
|
53.2K
$881K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-198Closed |
$2.65K - $3.09K
|
0
$0
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-265- 53.54% |
$3.54K - $4.14K
|
230
$3.81K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-423- 0.35% |
$5.66K - $6.61K
|
119K
$1.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-539- 2.96% |
$7.21K - $8.42K
|
17.7K
$293K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.34K- 8.85% |
$31.2K - $36.5K
|
24K
$398K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.66K- 7.3% |
$35.6K - $41.6K
|
33.7K
$559K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.04K- 16.1% |
$40.7K - $47.6K
|
15.9K
$263K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.41K- 11.48% |
$45.5K - $53.2K
|
26.3K
$435K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.75K- 6.78% |
$50.2K - $58.6K
|
51.5K
$854K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.65K- 36.31% |
$62.2K - $72.7K
|
8.16K
$135K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.22K- 19.92% |
$69.7K - $81.5K
|
21K
$348K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.7K- 68.49% |
$237K - $277K
|
8.16K
$135K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-21K- 35.96% |
$281K - $328K
|
37.4K
$620K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.6K- 25.76% |
$342K - $400K
|
73.8K
$1.22M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27.4K- 46.66% |
$367K - $429K
|
31.4K
$520K
|