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Disclosery

PBD INVESCO EXCH TRADED FD TR II

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GBL CLEAN ENRG (fund)

75 managers (75 13F filers) reported a position in PBD shares at 2024-12-31, 1,508,101 shares in all. 7 filers opened a position and 6 filers sold out during the quarter.

Managers
75
13F filers
75
New
7
Added
18
Reduced
22
Sold out
6
Shares held by filers
1,508,101

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…187,640$2.17M<0.01%+21,33013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY162,703$1.88M<0.01%+15,69713F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV116,341$1.35M<0.01%-1,77013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC91,781$1.06M<0.01%+6,58213F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…79,680$922K0.03%-100,87313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC75,214$870K<0.01%+53,92013F-HRTimelineGroup
Financial Engines Advisors L.L.C.63,448$734K<0.01%+7,67813F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…61,938$717K0.01%+4,23713F-HRTimelineGroup
LPL Financial LLC58,854$681K<0.01%-9,32813F-HRTimeline
Colorado Capital Management, Inc.46,062$533K0.26%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,740$460K<0.01%+26,93313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC37,918$439K<0.01%-165,62513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC36,124$418K<0.01%+9513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC33,491$387K<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC33,133$383K0.01%-6,25813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC29,050$336K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG28,889$334K<0.01%-10,92913F-HRTimelineGroup
Affinity Capital Advisors, LLC25,321$308K0.06%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,924$265K<0.01%-7,55913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,647$250K<0.01%13F-HR/ATimelineGroup
TRUST CO OF VERMONT19,638$227K0.01%-72113F-HRTimeline
Johnson Financial Group, LLC18,781$217K0.03%-34,41113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,597$215K<0.01%-5,09713F-HRTimelineGroup
Modera Wealth Management, LLC17,685$205K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,969$196K<0.01%-2,09613F-HRTimelineGroup
FLOW TRADERS U.S. LLC16,407$190K0.01%new13F-HRTimeline
MATHER GROUP, LLC.15,370$178K<0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA15,000$174K<0.01%-1,40013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,581$169K<0.01%-13,79513F-HRTimelineGroup
Perigon Wealth Management, LLC10,596$124K<0.01%+513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,332$108K<0.01%+57113F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC9,070$105K<0.01%+28213F-HRTimelineGroup
SOA Wealth Advisors, LLC.8,404$97.2K0.02%+613F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\7,392$85.5K<0.01%-20013F-HRTimelineGroup
Avior Wealth Management, LLC6,421$74.3K<0.01%+2513F-HRTimeline
SBI Securities Co., Ltd.4,683$54.2K<0.01%13F-HRTimeline
MAI Capital Management4,272$49.4K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,721$43K<0.01%-2,10413F-HRTimelineGroup
Allworth Financial LP3,653$42K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,600$41.7K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,434$28.2K<0.01%+313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,290$26.5K<0.01%+1,55013F-HRTimelineGroup
Princeton Global Asset Management LLC2,248$26K<0.01%-4,32113F-HRTimeline
Clearstead Advisors, LLC2,220$25.7K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,186$25.3K<0.01%-85713F-HRTimeline
Federation des caisses Desjardins du Qu…2,080$24.1K<0.01%013F-HRTimeline
Larson Financial Group LLC2,044$23.6K<0.01%+813F-HRTimeline
WHITTIER TRUST CO2,023$23.4K<0.01%013F-HRTimeline
COMERICA BANK1,930$22.3K<0.01%013F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,527$17.7K<0.01%-22113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,491$17.3K<0.01%013F-HRTimelineGroup
Running Point Capital Advisors, LLC1,390$16.1K0.01%-1,13013F-HRTimeline
SIMPLEX TRADING, LLC1,200$13K<0.01%new13F-HRTimeline
Asset Dedication, LLC762$8.81K<0.01%-1,07113F-HRTimeline
Pacific Center for Financial Services649$7.51K<0.01%+113F-HRTimeline
CGC Financial Services, LLC645$7.46K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/635$7.35K<0.01%013F-HRTimelineGroup
Caldwell Trust Co474$5.48K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…450$5.21K<0.01%-2213F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC424$4.9K<0.01%+213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…366$4.24K<0.01%013F-HRTimelineGroup
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd346$4K<0.01%13F-HRTimelineGroup
Aptus Capital Advisors, LLC290$3.35K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC290$3.35K<0.01%013F-HRTimeline
NewEdge Advisors, LLC252$2.92K<0.01%-6,31213F-HRTimeline
HARBOUR INVESTMENTS, INC.230$2.66K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$2.31K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.200$2.31K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd197$2.28K<0.01%013F-HRTimeline
Financial Connections Group, Inc.200$2K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC151$1.74K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB100$1.16K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$1.16K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC7$81<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.