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 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.5KNew |
$38K - $45.4K
|
2.5K
$33.7K
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.37KNew |
$36K - $43K
|
2.37K
$31.8K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.22KNew |
$33.8K - $40.4K
|
2.22K
$29.9K
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.21K+ 12.92% |
$33.6K - $40.1K
|
19.3K
$260K
|
|
May 17, 2021
Q1 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
2.15KNew |
$32.6K - $39K
|
2.15K
$28.9K
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.7KNew |
$25.9K - $30.9K
|
1.7K
$22.9K
|
|
May 05, 2021
Q1 2021
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.42KNew |
$21.5K - $25.7K
|
1.42K
$19K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.41KNew |
$21.4K - $25.6K
|
1.41K
$19K
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.37KNew |
$20.8K - $24.8K
|
1.37K
$18.4K
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.19KNew |
$18.1K - $21.6K
|
1.19K
$16K
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
BUY
|
- |
1.15K+ 51.27% |
$17.5K - $20.9K
|
3.39K
$45.7K
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
941+ 225.66% |
$14.3K - $17.1K
|
1.36K
$18.3K
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
BUY
|
- |
896+ 197.36% |
$13.6K - $16.3K
|
1.35K
$18.2K
|
|
May 13, 2021
Q1 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
565New |
$8.59K - $10.3K
|
565
$7.6K
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
536New |
$8.15K - $9.73K
|
536
$7.21K
|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
535New |
$8.14K - $9.72K
|
535
$7.2K
|
|
May 17, 2021
Q1 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
500+ 0.96% |
$7.61K - $9.08K
|
52.5K
$707K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
434New |
$6.6K - $7.88K
|
434
$5.84K
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
348+ 28.18% |
$5.29K - $6.32K
|
1.58K
$21.3K
|
|
May 07, 2021
Q1 2021
|
Valley National Advisers Inc
|
BUY
|
- |
227New |
$3.45K - $4.12K
|
227
$3.06K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
215+ 1.09% |
$3.27K - $3.9K
|
19.9K
$268K
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
190New |
$2.89K - $3.45K
|
190
$2.56K
|
|
Apr 28, 2021
Q1 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
107New |
$1.63K - $1.94K
|
107
$1.44K
|
|
Jun 21, 2021
Q1 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
107New |
$1.63K - $1.94K
|
107
$1.44K
|
|
May 17, 2021
Q1 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
75New |
$1.14K - $1.36K
|
75
$1.01K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
72New |
$1.1K - $1.31K
|
72
$969
|
|
May 13, 2021
Q1 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
51New |
$776 - $926
|
51
$686
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
BUY
|
- |
45New |
$684 - $817
|
45
$606
|
|
Apr 30, 2021
Q1 2021
|
Key F Inancial Inc
|
BUY
|
- |
36New |
$548 - $654
|
36
$485
|
|
Apr 08, 2021
Q1 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
27New |
$411 - $490
|
27
$363
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
14New |
$213 - $254
|
14
$188
|
|
Sep 07, 2021
Q1 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
12New |
$183 - $218
|
12
$162
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-15- 0.05% |
$228 - $272
|
29.3K
$394K
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-131- 54.36% |
$1.99K - $2.38K
|
110
$1.48K
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-185Closed |
$2.81K - $3.36K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-200Closed |
$3.04K - $3.63K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-210Closed |
$3.19K - $3.81K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-241- 0.96% |
$3.67K - $4.38K
|
25K
$336K
|
|
May 12, 2021
Q1 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-289- 0.03% |
$4.4K - $5.25K
|
1.1M
$14.9M
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-296- 9.74% |
$4.5K - $5.38K
|
2.74K
$36.9K
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-332Closed |
$5.05K - $6.03K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-359- 14.59% |
$5.46K - $6.52K
|
2.1K
$28.3K
|
|
Apr 27, 2021
Q1 2021
|
West End Advisors, LLC
|
SELL
|
- |
-386- 7.03% |
$5.87K - $7.01K
|
5.11K
$68.7K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-568- 0.38% |
$8.64K - $10.3K
|
147K
$1.98M
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-612Closed |
$9.31K - $11.1K
|
0
$0
|
|
Jun 01, 2021
Q1 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-634- 1.87% |
$9.64K - $11.5K
|
33.3K
$449K
|
|
May 06, 2021
Q1 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-678- 1.35% |
$10.3K - $12.3K
|
49.5K
$667K
|
|
May 11, 2021
Q1 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-726- 0.2% |
$11K - $13.2K
|
354K
$4.77M
|
|
May 11, 2021
Q1 2021
|
Cim, LLC
|
SELL
|
- |
-897- 0.49% |
$13.6K - $16.3K
|
184K
$2.47M
|