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Disclosery

PBD INVESCO EXCH TRADED FD TR II

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GBL CLEAN ENRG (fund)

64 managers (64 13F filers) reported a position in PBD shares at 2025-06-30, 1,228,729 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.

Managers
64
13F filers
64
New
4
Added
15
Reduced
21
Sold out
2
Shares held by filers
1,228,729

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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…146,397$1.84M<0.01%+55,78013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY141,722$1.79M<0.01%-25,74913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV115,778$1.46M<0.01%-56313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC103,900$1.31M<0.01%+3,07913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC96,766$1.22M<0.01%-24,54713F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…90,084$1.14M0.01%+21,82413F-HRTimelineGroup
LPL Financial LLC65,588$826K<0.01%-2,25213F-HRTimeline
Financial Engines Advisors L.L.C.62,733$791K<0.01%-76613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC46,029$580K<0.01%-98,62413F-HRTimelineGroup
UBS Group AGin group UBS Group AG35,377$446K<0.01%+23,91013F-HRTimelineGroup
IHT Wealth Management, LLC34,370$433K0.01%-4,98013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,035$252K<0.01%-2,27313F-HRTimeline
TRUST CO OF VERMONT19,957$251K0.01%-57513F-HRTimeline
Colorado Capital Management, Inc.19,611$247K0.11%-16,84513F-HRTimeline
Johnson Financial Group, LLC18,781$237K0.02%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,612$235K<0.01%+813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,833$225K<0.01%-1,45913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,169$204K<0.01%-77713F-HRTimelineGroup
GTS SECURITIES LLC15,673$197K0.01%new13F-HRTimeline
MATHER GROUP, LLC.14,870$187K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,759$186K<0.01%-3,37313F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA13,665$172K<0.01%013F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/11,643$147K<0.01%+2,71413F-HRTimelineGroup
FLOW TRADERS U.S. LLC10,584$133K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,027$114K<0.01%+1,47613F-HRTimelineGroup
SOA Wealth Advisors, LLC.8,436$106K0.02%+1813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,369$105K0.01%-28,94813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\7,392$93.1K<0.01%013F-HRTimelineGroup
Princeton Global Asset Management LLC6,616$83.4K0.02%+2413F-HRTimeline
SBI Securities Co., Ltd.4,914$61.9K<0.01%+7413F-HRTimeline
MAI Capital Management4,354$54.9K<0.01%+4613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,337$54.7K<0.01%-6,18013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3,958$49.9K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,765$34.8K<0.01%013F-HRTimeline
Clearstead Advisors, LLC2,220$28K<0.01%013F-HRTimeline
Asset Dedication, LLC1,857$23.4K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,691$21.3K<0.01%+20013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,457$18.4K<0.01%-39413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,193$15K<0.01%-80013F-HR/ATimelineGroup
JFS WEALTH ADVISORS, LLC1,095$13.8K<0.01%-26713F-HRTimeline
Compagnie Lombard Odier SCmA1,000$12.6K<0.01%-10,00013F-HRTimeline
Steward Partners Investment Advisory, L…758$9.55K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC735$9K<0.01%-2,99213F-HRTimelineGroup
CGC Financial Services, LLC645$8.13K<0.01%013F-HRTimeline
WHITTIER TRUST CO580$7.31K<0.01%-1,44313F-HRTimeline
SIMPLEX TRADING, LLC612$7K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…450$5.67K<0.01%013F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC432$5.44K<0.01%+513F-HRTimeline
Pacific Center for Financial Services370$4.66K<0.01%+413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…366$4.61K<0.01%013F-HRTimelineGroup
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd346$4.36K<0.01%013F-HR/ATimelineGroup
Aptus Capital Advisors, LLC290$3.65K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC290$3.65K<0.01%013F-HRTimeline
NewEdge Advisors, LLC252$3.17K<0.01%013F-HRTimeline
Allworth Financial LP200$2.52K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd197$2.48K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC154$2.08K<0.01%+113F-HRTimeline
Financial Connections Group, Inc.200$2K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB100$1.26K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$1.26K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC27$340<0.01%013F-HRTimeline
AE Wealth Management LLC7$88<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$13<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.