Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
BUY
|
- |
29.1KNew |
$331K - $408K
|
29.1K
$332K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
25.3KNew |
$288K - $355K
|
25.3K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4.24K+ 7.34% |
$48.3K - $59.4K
|
61.9K
$707K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
25+ 0.39% |
$285 - $351
|
6.42K
$73.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.07% |
$68.3 - $84.2
|
8.4K
$96K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.05% |
$57 - $70.1
|
10.6K
$121K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.12% |
$34.2 - $42.1
|
2.43K
$27.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.47% |
$22.8 - $28.1
|
424
$4.84K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-721- 3.54% |
$8.21K - $10.1K
|
19.6K
$224K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-857- 28.16% |
$9.76K - $12K
|
2.19K
$25K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.07K- 58.43% |
$12.2K - $15K
|
762
$8.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.4K- 8.54% |
$15.9K - $19.6K
|
15K
$171K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-4.32K- 65.78% |
$49.2K - $60.6K
|
2.25K
$25.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-101K- 55.87% |
$1.15M - $1.42M
|
79.7K
$910K
|