Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
375K+ 1175.95% |
$6.75M - $7.35M
|
407K
$4.84M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
63.7K+ 3939.98% |
$1.15M - $1.25M
|
65.3K
$776K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
43K+ 3913.01% |
$774K - $842K
|
44.1K
$524K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.7KNew |
$715K - $779K
|
39.7K
$473K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
39.6KNew |
$713K - $776K
|
39.6K
$471K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.3KNew |
$437K - $475K
|
24.3K
$288K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.9K+ 6.02% |
$268K - $292K
|
262K
$3.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10.8KNew |
$195K - $212K
|
10.8K
$129K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.93K+ 5.34% |
$125K - $136K
|
137K
$1.63M
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
6.18K+ 70.94% |
$111K - $121K
|
14.9K
$177K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.85K+ 18.59% |
$105K - $115K
|
37.3K
$444K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.81K+ 11.4% |
$68.5K - $74.6K
|
37.2K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.64K+ 5.09% |
$65.5K - $71.3K
|
75.1K
$893K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.46K+ 25.67% |
$62.3K - $67.8K
|
17K
$202K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 7.39% |
$55.8K - $60.7K
|
45.1K
$536K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas White International LTD
Chicago, IL |
BUY
|
- |
2.95K+ 35.78% |
$53.1K - $57.8K
|
11.2K
$133K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.87K+ 6.35% |
$51.6K - $56.1K
|
48K
$571K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.6K+ 113.49% |
$46.8K - $50.9K
|
4.89K
$58.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
2.03K+ 11.69% |
$36.5K - $39.7K
|
19.4K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.25K+ 2.14% |
$22.6K - $24.6K
|
59.9K
$712K
|
|
|
Aug 07, 2023
Q2 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
1.2K+ 2.64% |
$21.6K - $23.5K
|
46.6K
$554K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
645New |
$11.6K - $12.6K
|
645
$7.67K
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
277+ 0.76% |
$4.99K - $5.43K
|
36.5K
$434K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
264+ 0.76% |
$4.75K - $5.17K
|
35.1K
$418K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
198New |
$3.56K - $3.88K
|
198
$2.35K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
141New |
$2.54K - $2.76K
|
141
$1.68K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
118New |
$2.12K - $2.31K
|
118
$1.4K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
80New |
$1.44K - $1.57K
|
80
$951
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
78New |
$1.4K - $1.53K
|
78
$927
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
49+ 0.77% |
$882 - $960
|
6.4K
$76.1K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17+ 0.2% |
$306 - $333
|
8.35K
$99.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
11+ 0.76% |
$198 - $215
|
1.46K
$17.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
5+ 0.81% |
$90 - $98
|
626
$7.44K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2+ 0.31% |
$36 - $39.2
|
638
$7.59K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-50- 0.36% |
$900 - $980
|
14K
$166K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-79- 0.22% |
$1.42K - $1.55K
|
35.1K
$418K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-148- 0.52% |
$2.66K - $2.9K
|
28.1K
$334K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-288- 1.73% |
$5.18K - $5.64K
|
16.4K
$195K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-710- 0.86% |
$12.8K - $13.9K
|
82.1K
$976K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-805- 5.79% |
$14.5K - $15.8K
|
13.1K
$156K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.11K- 1.76% |
$20K - $21.7K
|
62K
$738K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-3.36K- 5.09% |
$60.5K - $65.8K
|
62.6K
$744K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.26K- 11.76% |
$76.6K - $83.4K
|
31.9K
$380K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.95K- 8.67% |
$107K - $117K
|
62.7K
$745K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.26K- 16.08% |
$113K - $123K
|
32.7K
$389K
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-7.14K- 8.22% |
$128K - $140K
|
79.7K
$947K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.39K- 6.79% |
$169K - $184K
|
129K
$1.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-13.5K- 34.49% |
$242K - $264K
|
25.5K
$304K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.5K- 47.81% |
$423K - $460K
|
25.6K
$305K
|