Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
213KNew |
$3.23M - $4.28M
|
213K
$2.53M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
92.9K+ 158.94% |
$1.41M - $1.87M
|
151K
$1.8M
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
39.5KNew |
$601K - $796K
|
39.5K
$470K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.9K+ 21.82% |
$272K - $361K
|
100K
$1.19M
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
16.5KNew |
$250K - $332K
|
16.5K
$196K
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14.9KNew |
$226K - $299K
|
14.9K
$177K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.4K+ 17.35% |
$158K - $209K
|
70.3K
$836K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.1KNew |
$154K - $203K
|
10.1K
$120K
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
9.77K+ 38.25% |
$149K - $197K
|
35.3K
$420K
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
8.21K+ 55.17% |
$125K - $165K
|
23.1K
$275K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
8.1K+ 41.81% |
$123K - $163K
|
27.5K
$327K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.47K+ 17.38% |
$98.4K - $130K
|
43.7K
$519K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.57K+ 3.34% |
$69.5K - $92K
|
141K
$1.68M
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.2K+ 7.1% |
$48.6K - $64.4K
|
48.3K
$574K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.34K+ 9.66% |
$35.6K - $47.1K
|
26.6K
$316K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.97KNew |
$29.9K - $39.6K
|
1.97K
$23.4K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
800+ 56.34% |
$12.2K - $16.1K
|
2.22K
$26.4K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
525+ 35.91% |
$7.99K - $10.6K
|
1.99K
$23.6K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
462New |
$7.03K - $9.3K
|
462
$5.49K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
248New |
$3.77K - $4.99K
|
248
$2.95K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
248New |
$3.77K - $4.99K
|
248
$2.95K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
104New |
$1.58K - $2.09K
|
104
$1.24K
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
100+ 0.72% |
$1.52K - $2.01K
|
14.1K
$167K
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
86+ 0.24% |
$1.31K - $1.73K
|
36.6K
$435K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
79+ 0.22% |
$1.2K - $1.59K
|
35.2K
$419K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
63+ 0.1% |
$958 - $1.27K
|
62.1K
$738K
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
15+ 0.23% |
$228 - $302
|
6.41K
$76.3K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7New |
$106 - $141
|
7
$83.2
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
6+ 0.07% |
$91.3 - $121
|
8.36K
$99.4K
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3+ 2.54% |
$45.6 - $60.4
|
121
$1.44K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.16% |
$15.2 - $20.1
|
627
$7.46K
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.16% |
$15.2 - $20.1
|
639
$7.6K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.92% |
$15.2 - $20.1
|
53
$630
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-388- 0.62% |
$5.9K - $7.81K
|
62.3K
$741K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-400- 8.18% |
$6.08K - $8.05K
|
4.49K
$53.4K
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-592- 1.23% |
$9K - $11.9K
|
47.4K
$564K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-775- 5.91% |
$11.8K - $15.6K
|
12.3K
$147K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.06K- 6.47% |
$16.1K - $21.3K
|
15.3K
$182K
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2K- 4.29% |
$30.4K - $40.3K
|
44.6K
$530K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.95K- 9.03% |
$44.9K - $59.4K
|
29.7K
$354K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.32K- 13.52% |
$65.7K - $86.9K
|
27.6K
$328K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.51K- 6.6% |
$129K - $171K
|
120K
$1.43M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-9.14K- 24.47% |
$139K - $184K
|
28.2K
$335K
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-9.64K- 12.09% |
$147K - $194K
|
70K
$833K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.2K- 6.57% |
$262K - $347K
|
245K
$2.91M
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-32K- 51.12% |
$487K - $644K
|
30.6K
$364K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-43.6K- 98.87% |
$663K - $878K
|
499
$5.93K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-67.3K- 89.64% |
$1.02M - $1.35M
|
7.78K
$92.5K
|