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Disclosery

PBD INVESCO EXCH TRADED FD TR II

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GBL CLEAN ENRG (fund)

63 managers (63 13F filers) reported a position in PBD shares at 2025-03-31, 1,331,703 shares in all. 3 filers opened a position and 15 filers sold out during the quarter.

Managers
63
13F filers
63
New
3
Added
22
Reduced
17
Sold out
15
Shares held by filers
1,331,703

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY167,471$1.77M<0.01%+4,76813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC144,653$1.52M<0.01%+106,73513F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC121,313$1.28M<0.01%+46,09913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV116,341$1.23M<0.01%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC100,821$1.06M<0.01%+9,04013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…90,617$955K<0.01%-97,02313F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…68,260$719K0.01%+6,32213F-HRTimelineGroup
LPL Financial LLC67,840$715K<0.01%+8,98613F-HRTimeline
Financial Engines Advisors L.L.C.63,499$669K<0.01%+5113F-HRTimeline
IHT Wealth Management, LLC39,350$415K0.01%+6,21713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…37,317$393K0.02%-42,36313F-HRTimelineGroup
Colorado Capital Management, Inc.36,456$384K0.18%-9,60613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC22,308$235K<0.01%-61613F-HRTimeline
TRUST CO OF VERMONT20,532$216K0.01%+89413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,292$203K<0.01%-2,35513F-HRTimelineGroup
Johnson Financial Group, LLC18,781$198K0.02%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,604$196K<0.01%+713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,132$191K<0.01%+8,80013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,946$179K<0.01%-2313F-HRTimelineGroup
MATHER GROUP, LLC.14,870$157K<0.01%-50013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,665$144K<0.01%-91613F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG11,467$121K<0.01%-17,42213F-HRTimelineGroup
Compagnie Lombard Odier SCmA11,000$116K<0.01%-4,00013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,517$111K<0.01%-29,22313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,929$94.1K<0.01%+8,29413F-HRTimelineGroup
SOA Wealth Advisors, LLC.8,418$88.7K0.02%+1413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,551$81.3K<0.01%+6,02413F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\7,392$77.9K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC6,592$69.5K0.01%+4,34413F-HRTimeline
SBI Securities Co., Ltd.4,840$51K<0.01%+15713F-HRTimeline
MAI Capital Management4,308$45.4K<0.01%+3613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,958$41.7K<0.01%-5,11213F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,727$39K<0.01%+613F-HRTimelineGroup
Olde Wealth Management, LLC3,269$34K0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…2,765$29.1K<0.01%+68513F-HRTimeline
Clearstead Advisors, LLC2,220$23.4K<0.01%013F-HRTimeline
WHITTIER TRUST CO2,023$21.3K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,993$21K<0.01%-29713F-HRTimelineGroup
COMERICA BANK1,930$20.3K<0.01%013F-HRTimeline
Asset Dedication, LLC1,857$19.6K<0.01%+1,09513F-HRTimeline
GPS Wealth Strategies Group, LLC1,851$19.5K<0.01%-33513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,491$15.7K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC1,362$14.4K<0.01%-1,07213F-HRTimeline
Steward Partners Investment Advisory, L…758$7.99K<0.01%-2,84213F-HRTimeline
CGC Financial Services, LLC645$6.8K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…450$4.74K<0.01%013F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC427$4.5K<0.01%+313F-HRTimeline
Pacific Center for Financial Services366$3.86K<0.01%-28313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…366$3.86K<0.01%013F-HRTimelineGroup
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd346$3.65K<0.01%013F-HR/ATimelineGroup
Aptus Capital Advisors, LLC290$3.06K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC290$3.06K<0.01%013F-HRTimeline
NewEdge Advisors, LLC252$2.66K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$2.11K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd197$2.08K<0.01%013F-HRTimeline
Financial Connections Group, Inc.200$2K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC153$1.6K<0.01%+213F-HRTimeline
Wilmington Savings Fund Society, FSB100$1.05K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$1.05K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC27$285<0.01%new13F-HRTimeline
AE Wealth Management LLC7$74<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$11<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.