Purchases and Sales Made in Q1 2021 in Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This table provides information about the institutional ownership of Invesco Act Mge Et Cmdt Fd Tr (PDBC) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO ACT MGE ET CMDT FD TR .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2021
Q1 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
5.12M+ 53.23% |
$77.9M - $93M
|
14.7M
$194M
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
BUY
|
- |
3.86M+ 912.65% |
$58.6M - $70M
|
4.28M
$56.4M
|
|
May 13, 2021
Q1 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.46MNew |
$52.6M - $62.8M
|
3.46M
$45.6M
|
|
Apr 27, 2021
Q1 2021
|
3 Edge Asset Management, LP
|
BUY
|
- |
2.18M+ 78.77% |
$33.2M - $39.7M
|
4.96M
$65.3M
|
|
Apr 15, 2021
Q1 2021
|
Astor Investment Management LLC
|
BUY
|
- |
1.99MNew |
$30.3M - $36.1M
|
1.99M
$26.2M
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.67M+ 521.72% |
$25.4M - $30.3M
|
1.99M
$26.2M
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.6M+ 49.4% |
$24.3M - $29M
|
4.84M
$63.8M
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.42M+ 12.24% |
$21.6M - $25.8M
|
13.1M
$172M
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
768K+ 162.48% |
$11.7M - $13.9M
|
1.24M
$16.3M
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
763K+ 469.43% |
$11.6M - $13.9M
|
925K
$12.2M
|
|
May 14, 2021
Q1 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
759K+ 5.84% |
$11.5M - $13.8M
|
13.8M
$181M
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
668K+ 42406.79% |
$10.2M - $12.1M
|
670K
$8.83M
|
|
May 13, 2021
Q1 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
664KNew |
$10.1M - $12.1M
|
664K
$8.76M
|
|
May 11, 2021
Q1 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
545KNew |
$8.29M - $9.9M
|
545K
$7.19M
|
|
Apr 23, 2021
Q1 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
531KNew |
$8.08M - $9.65M
|
531K
$7M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
530K+ 94.37% |
$8.06M - $9.63M
|
1.09M
$14.4M
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
489K+ 3757.47% |
$7.44M - $8.88M
|
502K
$6.61M
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
456K+ 236.41% |
$6.94M - $8.28M
|
649K
$8.55M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
426K+ 63.6% |
$6.48M - $7.73M
|
1.1M
$14.4M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
417K+ 151.04% |
$6.34M - $7.57M
|
692K
$9.13M
|
|
Apr 05, 2021
Q1 2021
|
Confluence Investment Management LLC
|
BUY
|
- |
391KNew |
$5.95M - $7.1M
|
391K
$5.15M
|
|
May 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
381K+ 296.39% |
$5.79M - $6.91M
|
509K
$6.71M
|
|
May 14, 2021
Q1 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
380K+ 248.9% |
$5.78M - $6.9M
|
533K
$7.02M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
377K+ 173.08% |
$5.73M - $6.84M
|
594K
$7.83M
|
|
Apr 14, 2021
Q1 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
323KNew |
$4.92M - $5.87M
|
323K
$4.26M
|
|
May 13, 2021
Q1 2021
|
Gen Trust, LLC
|
BUY
|
- |
293KNew |
$4.46M - $5.32M
|
293K
$3.86M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
287K+ 637.48% |
$4.37M - $5.22M
|
332K
$4.38M
|
|
May 11, 2021
Q1 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
259K+ 10.47% |
$3.93M - $4.7M
|
2.73M
$36M
|
|
May 07, 2021
Q1 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
258KNew |
$3.92M - $4.68M
|
258K
$3.4M
|
|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
244KNew |
$3.71M - $4.43M
|
244K
$3.22M
|
|
May 11, 2021
Q1 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
242KNew |
$3.68M - $4.4M
|
242K
$3.19M
|
|
May 25, 2021
Q1 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
221K+ 1663.35% |
$3.36M - $4.02M
|
234K
$3.09M
|
|
Apr 26, 2021
Q1 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
214KNew |
$3.25M - $3.88M
|
214K
$2.82M
|
|
May 14, 2021
Q1 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
213K+ 82.03% |
$3.24M - $3.87M
|
473K
$6.24M
|
|
May 11, 2021
Q1 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
203KNew |
$3.09M - $3.69M
|
203K
$2.68M
|
|
May 11, 2021
Q1 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
197KNew |
$3M - $3.58M
|
197K
$2.6M
|
|
May 14, 2021
Q1 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
197KNew |
$2.99M - $3.58M
|
197K
$2.6M
|
|
May 26, 2021
Q1 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
192K+ 257.17% |
$2.92M - $3.49M
|
267K
$3.52M
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
190KNew |
$2.9M - $3.46M
|
190K
$2.51M
|
|
Apr 15, 2021
Q1 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
172K+ 315.45% |
$2.62M - $3.13M
|
227K
$2.99M
|
|
May 05, 2021
Q1 2021
|
Congress Asset Management CO
|
BUY
|
- |
170KNew |
$2.59M - $3.09M
|
170K
$2.24M
|
|
May 04, 2021
Q1 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
168KNew |
$2.56M - $3.06M
|
168K
$2.22M
|
|
May 11, 2021
Q1 2021
|
Peak Financial Advisors LLC
|
BUY
|
- |
164K+ 79.32% |
$2.5M - $2.99M
|
372K
$4.9M
|
|
May 03, 2021
Q1 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
163K+ 84.71% |
$2.48M - $2.96M
|
356K
$4.69M
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
161K+ 455.08% |
$2.45M - $2.93M
|
197K
$2.59M
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
159K+ 1557.03% |
$2.42M - $2.89M
|
169K
$2.23M
|
|
May 12, 2021
Q1 2021
|
Q3 Asset Management
|
BUY
|
- |
156KNew |
$2.37M - $2.83M
|
156K
$2.05M
|
|
May 24, 2021
Q1 2021
|
Advisory Resource Group
|
BUY
|
- |
153KNew |
$2.32M - $2.77M
|
153K
$2.01M
|
|
May 17, 2021
Q1 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
150KNew |
$2.28M - $2.72M
|
150K
$1.97M
|
|
May 17, 2021
Q1 2021
|
Townsquare Capital LLC
|
BUY
|
- |
150K+ 104.28% |
$2.28M - $2.72M
|
293K
$3.87M
|