Purchases and Sales Made in Q1 2021 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 2021. 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 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
405KNew |
$12M - $16.5M
|
405K
$5.61M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
149K+ 54.09% |
$4.4M - $6.05M
|
423K
$5.87M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
138K+ 757.16% |
$4.07M - $5.6M
|
156K
$2.16M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
92.2KNew |
$2.73M - $3.75M
|
92.2K
$1.28M
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
85.4KNew |
$2.53M - $3.48M
|
85.4K
$1.18M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
79.5K+ 131.74% |
$2.35M - $3.24M
|
140K
$1.94M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
69K+ 293.51% |
$2.04M - $2.81M
|
92.5K
$1.28M
|
|
May 17, 2021
Q1 2021
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
61.1KNew |
$1.81M - $2.49M
|
61.1K
$848K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
56.6K+ 81.13% |
$1.68M - $2.31M
|
126K
$1.75M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
32.4KNew |
$958K - $1.32M
|
32.4K
$449K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24.7K+ 47.24% |
$731K - $1.01M
|
77K
$1.07M
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
21KNew |
$620K - $853K
|
21K
$291K
|
|
May 11, 2021
Q1 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18.7K+ 58.98% |
$553K - $761K
|
50.4K
$699K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.1KNew |
$535K - $735K
|
18.1K
$251K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
15.2KNew |
$449K - $617K
|
15.2K
$210K
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.9KNew |
$411K - $566K
|
13.9K
$193K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.2KNew |
$360K - $496K
|
12.2K
$169K
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.32K+ 31.82% |
$276K - $379K
|
38.6K
$535K
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.58KNew |
$224K - $309K
|
7.58K
$105K
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.27K+ 10.54% |
$215K - $296K
|
76.2K
$1.06M
|
|
Apr 16, 2021
Q1 2021
|
Trust CO Of Vermont
|
BUY
|
- |
6.39K+ 12.52% |
$189K - $260K
|
57.5K
$797K
|
|
Apr 30, 2021
Q1 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
6.31KNew |
$187K - $257K
|
6.31K
$87.5K
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.63K+ 26.77% |
$77.7K - $107K
|
12.4K
$172K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.29KNew |
$38.1K - $52.4K
|
1.29K
$17.8K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.1KNew |
$32.6K - $44.8K
|
1.1K
$15.3K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
700+ 1944.44% |
$20.7K - $28.5K
|
736
$10.2K
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
389New |
$11.5K - $15.8K
|
389
$5.4K
|
|
May 11, 2021
Q1 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
353+ 6.98% |
$10.4K - $14.4K
|
5.41K
$75K
|
|
Apr 28, 2021
Q1 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
239+ 24.87% |
$7.07K - $9.73K
|
1.2K
$16.6K
|
|
May 12, 2021
Q1 2021
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
223+ 6.99% |
$6.6K - $9.08K
|
3.41K
$47.3K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
193New |
$5.71K - $7.86K
|
193
$2.68K
|
|
May 14, 2021
Q1 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
188New |
$5.56K - $7.65K
|
188
$2.61K
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
180New |
$5.33K - $7.33K
|
180
$2.5K
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
146+ 0.88% |
$4.32K - $5.94K
|
16.7K
$232K
|
|
Aug 30, 2024
Q1 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
125+ 9.62% |
$3.7K - $5.09K
|
1.43K
$19.8K
|
|
May 03, 2021
Q1 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
114New |
$3.37K - $4.64K
|
114
$1.58K
|
|
May 14, 2021
Q1 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
50New |
$1.48K - $2.04K
|
50
$694
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-9Closed |
$266 - $366
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100- 3.93% |
$2.96K - $4.07K
|
2.45K
$33.9K
|
|
Apr 26, 2021
Q1 2021
|
Clean Yield Group
|
SELL
|
- |
-100Closed |
$2.96K - $4.07K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-212- 14.91% |
$6.28K - $8.63K
|
1.21K
$16.8K
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-400- 20.13% |
$11.8K - $16.3K
|
1.59K
$22K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-480Closed |
$14.2K - $19.5K
|
0
$0
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-949- 70.35% |
$28.1K - $38.6K
|
400
$5.55K
|
|
May 07, 2021
Q1 2021
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.51K- 81.69% |
$44.6K - $61.4K
|
338
$4.69K
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.05KClosed |
$60.6K - $83.4K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-2.79K- 4.92% |
$82.6K - $114K
|
54K
$748K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.3K- 59.02% |
$97.7K - $134K
|
2.29K
$31.8K
|
|
May 13, 2021
Q1 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-6.13KClosed |
$181K - $249K
|
0
$0
|