Purchases and Sales Made in Q1 2022 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 2022. 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 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
339KNew |
$4.78M - $6.45M
|
339K
$4.5M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
320K+ 73.03% |
$4.52M - $6.1M
|
759K
$10.1M
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
306KNew |
$4.32M - $5.83M
|
306K
$4.07M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
303K+ 46.62% |
$4.28M - $5.77M
|
952K
$12.7M
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
302KNew |
$4.26M - $5.75M
|
302K
$4.01M
|
|
|
May 16, 2022
Q1 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
298KNew |
$4.21M - $5.68M
|
298K
$3.96M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
288K+ 59.0% |
$4.07M - $5.5M
|
777K
$10.3M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
288K+ 67.09% |
$4.06M - $5.49M
|
717K
$9.53M
|
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
287K+ 28.16% |
$4.05M - $5.47M
|
1.31M
$17.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
284K+ 12.87% |
$4M - $5.4M
|
2.49M
$33.1M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
274K+ 110.06% |
$3.87M - $5.22M
|
523K
$6.95M
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
265K+ 115.98% |
$3.75M - $5.06M
|
494K
$6.57M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
257K+ 47.49% |
$3.63M - $4.9M
|
799K
$10.6M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
253K+ 111.4% |
$3.58M - $4.83M
|
481K
$6.4M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
253KNew |
$3.58M - $4.83M
|
253K
$3.37M
|
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
233KNew |
$3.29M - $4.44M
|
233K
$3.1M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
226K+ 166.25% |
$3.2M - $4.32M
|
363K
$4.82M
|
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
BUY
|
- |
224K+ 609.72% |
$3.16M - $4.26M
|
260K
$3.46M
|
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
219KNew |
$3.1M - $4.18M
|
219K
$2.92M
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
211KNew |
$2.97M - $4.01M
|
211K
$2.8M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
206K+ 133.1% |
$2.91M - $3.93M
|
361K
$4.8M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
204K+ 50.04% |
$2.88M - $3.89M
|
611K
$8.13M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
199KNew |
$2.81M - $3.8M
|
199K
$2.65M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
197K+ 1.05% |
$2.78M - $3.75M
|
18.9M
$252M
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
BUY
|
- |
189K+ 96.72% |
$2.67M - $3.61M
|
385K
$5.12M
|
|
|
May 05, 2022
Q1 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
184KNew |
$2.6M - $3.51M
|
184K
$2.45M
|
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
184K+ 118.48% |
$2.59M - $3.5M
|
339K
$4.51M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
177KNew |
$2.5M - $3.37M
|
177K
$2.35M
|
|
|
Apr 27, 2022
Q1 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
171KNew |
$2.41M - $3.26M
|
171K
$2.27M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
166KNew |
$2.35M - $3.17M
|
166K
$2.21M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
151K+ 75.97% |
$2.13M - $2.87M
|
349K
$4.64M
|
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
150K+ 53.4% |
$2.12M - $2.86M
|
431K
$5.73M
|
|
|
May 16, 2022
Q1 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
148K+ 14.19% |
$2.09M - $2.82M
|
1.19M
$15.8M
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
147K+ 38.92% |
$2.08M - $2.8M
|
525K
$6.98M
|
|
|
Aug 11, 2023
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
139K+ 8.81% |
$1.97M - $2.66M
|
1.72M
$22.9M
|
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
135K+ 371.45% |
$1.91M - $2.57M
|
171K
$2.28M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
132K+ 261.85% |
$1.86M - $2.51M
|
182K
$2.42M
|
|
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
BUY
|
- |
131K+ 121.17% |
$1.85M - $2.5M
|
239K
$3.18M
|
|
|
Apr 29, 2022
Q1 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
128K+ 36.87% |
$1.81M - $2.44M
|
476K
$6.33M
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
127KNew |
$1.8M - $2.42M
|
127K
$1.69M
|
|
|
Apr 26, 2022
Q1 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
125KNew |
$1.76M - $2.37M
|
125K
$1.66M
|
|
|
Apr 27, 2022
Q1 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
123K+ 31.85% |
$1.73M - $2.34M
|
509K
$6.77M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
121KNew |
$1.71M - $2.31M
|
121K
$1.61M
|
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
118K+ 290.01% |
$1.67M - $2.25M
|
159K
$2.12M
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
115K+ 30.29% |
$1.62M - $2.18M
|
493K
$6.56M
|
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
BUY
|
- |
114KNew |
$1.62M - $2.18M
|
114K
$1.52M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
111K+ 26.32% |
$1.57M - $2.12M
|
534K
$7.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
110KNew |
$1.56M - $2.1M
|
110K
$1.47M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
110K+ 78.71% |
$1.55M - $2.09M
|
249K
$3.32M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
110KNew |
$1.55M - $2.09M
|
110K
$1.46M
|