Purchases and Sales Made in Q1 2023 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 2023. 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 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
48.7K+ 60.02% |
$887K - $1.05M
|
130K
$1.54M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
16.3K+ 23.53% |
$296K - $352K
|
85.4K
$1.01M
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
12.8K+ 48.74% |
$233K - $277K
|
39K
$464K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.87K+ 4.73% |
$162K - $192K
|
197K
$2.34M
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
8.71KNew |
$159K - $189K
|
8.71K
$104K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.56K+ 31.09% |
$138K - $164K
|
31.9K
$379K
|
|
May 15, 2023
Q1 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
4.42K+ 115.68% |
$80.5K - $95.7K
|
8.24K
$98K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.96K+ 10.37% |
$53.9K - $64.1K
|
31.5K
$374K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.62KNew |
$29.4K - $35K
|
1.62K
$19.2K
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.27K+ 1.96% |
$23.1K - $27.5K
|
66K
$784K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.07K+ 1.86% |
$19.5K - $23.2K
|
58.6K
$697K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
852+ 3.11% |
$15.5K - $18.5K
|
28.2K
$336K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
834+ 2.36% |
$15.2K - $18.1K
|
36.2K
$430K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
796+ 2.44% |
$14.5K - $17.2K
|
33.4K
$397K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
635+ 43.79% |
$11.6K - $13.8K
|
2.09K
$24.8K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
600+ 120.24% |
$10.9K - $13K
|
1.1K
$13.1K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
342New |
$6.23K - $7.41K
|
342
$4.07K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
296New |
$5.39K - $6.41K
|
296
$3.52K
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
290New |
$5.28K - $6.28K
|
290
$3.45K
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
200New |
$3.64K - $4.33K
|
200
$2.38K
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
162+ 0.45% |
$2.95K - $3.51K
|
36.2K
$431K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
138+ 28.57% |
$2.51K - $2.99K
|
621
$7.38K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.13% |
$1.02K - $1.21K
|
42K
$499K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
48New |
$874 - $1.04K
|
48
$571
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
28+ 0.44% |
$510 - $606
|
6.35K
$75.5K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20New |
$364 - $433
|
20
$238
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
10+ 0.12% |
$182 - $217
|
8.34K
$99.1K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.48% |
$127 - $152
|
1.45K
$17.3K
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
7+ 1.11% |
$127 - $152
|
636
$7.56K
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$18.2 - $21.7
|
14K
$166K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-1- 0.01% |
$18.2 - $21.7
|
17.3K
$206K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10- 0.02% |
$182 - $217
|
63.2K
$751K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-35- 1.83% |
$637 - $758
|
1.88K
$22.4K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-85- 0.06% |
$1.55K - $1.84K
|
138K
$1.64M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-466- 3.34% |
$8.49K - $10.1K
|
13.5K
$160K
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-1.16K- 2.79% |
$21.1K - $25.1K
|
40.3K
$479K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.45K- 41.18% |
$44.6K - $53.1K
|
3.5K
$41.6K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.37K- 45.15% |
$61.4K - $73.1K
|
4.1K
$48.7K
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-4K- 28.47% |
$72.8K - $86.6K
|
10.1K
$119K
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.12K- 8.37% |
$75.1K - $89.3K
|
45.1K
$537K
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.2K- 5.91% |
$94.7K - $113K
|
82.8K
$985K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.53K- 14.36% |
$119K - $141K
|
38.9K
$463K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.97K- 2.74% |
$127K - $151K
|
247K
$2.94M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10.5K- 12.77% |
$190K - $227K
|
71.4K
$850K
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-11.8K- 25.29% |
$215K - $256K
|
34.9K
$415K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.5K- 18.45% |
$283K - $336K
|
68.6K
$816K
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-16.7K- 16.13% |
$304K - $362K
|
86.8K
$1.03M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-66K- 57.33% |
$1.2M - $1.43M
|
49.1K
$584K
|