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 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
109KNew |
$1.54M - $2.07M
|
109K
$1.49M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
104K+ 545.6% |
$1.47M - $1.98M
|
123K
$1.68M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
103K+ 6203.56% |
$1.45M - $1.96M
|
104K
$1.43M
|
|
May 03, 2022
Q1 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
103KNew |
$1.45M - $1.95M
|
103K
$1.4M
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
99.4K+ 20.6% |
$1.4M - $1.9M
|
582K
$7.95M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
98.9KNew |
$1.4M - $1.89M
|
98.9K
$1.35M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
97.2K+ 38.26% |
$1.37M - $1.85M
|
351K
$4.8M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
96.6K+ 9.46% |
$1.36M - $1.84M
|
1.12M
$15.3M
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
93.4K+ 1732.21% |
$1.32M - $1.78M
|
98.8K
$1.35M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
91.1K+ 81.49% |
$1.29M - $1.74M
|
203K
$2.77M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
90.1KNew |
$1.27M - $1.72M
|
90.1K
$1.23M
|
|
May 02, 2022
Q1 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
89.7KNew |
$1.27M - $1.71M
|
89.7K
$1.23M
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
85.5K+ 17.73% |
$1.21M - $1.63M
|
567K
$7.75M
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
84.6K+ 67.25% |
$1.19M - $1.61M
|
210K
$2.87M
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
84.3K+ 187.57% |
$1.19M - $1.61M
|
129K
$1.76M
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
84.1KNew |
$1.19M - $1.6M
|
84.1K
$1.15M
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
83K+ 30.65% |
$1.17M - $1.58M
|
354K
$4.83M
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
82.2KNew |
$1.16M - $1.57M
|
82.2K
$1.12M
|
|
May 16, 2022
Q1 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
81.3K+ 20.81% |
$1.15M - $1.55M
|
472K
$6.44M
|
|
Apr 14, 2022
Q1 2022
|
Gen Trust, LLC
|
BUY
|
- |
80.8K+ 18.19% |
$1.14M - $1.54M
|
525K
$7.17M
|
|
Jun 08, 2022
Q1 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
78.5KNew |
$1.11M - $1.5M
|
78.5K
$1.07M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
78.1K+ 53.44% |
$1.1M - $1.49M
|
224K
$3.06M
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
77.6K+ 601.71% |
$1.1M - $1.48M
|
90.5K
$1.24M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
76.8K+ 54.07% |
$1.08M - $1.46M
|
219K
$2.99M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
76.8K+ 54.07% |
$1.08M - $1.46M
|
219K
$2.99M
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
75.5KNew |
$1.07M - $1.44M
|
75.5K
$1.03M
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
75.4KNew |
$1.06M - $1.44M
|
75.4K
$1.03M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
74.5K+ 237.01% |
$1.05M - $1.42M
|
106K
$1.45M
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
74.4K+ 26.53% |
$1.05M - $1.42M
|
355K
$4.85M
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
72.1KNew |
$1.02M - $1.37M
|
72.1K
$985K
|
|
Apr 18, 2022
Q1 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
71.9KNew |
$1.02M - $1.37M
|
71.9K
$982K
|
|
Apr 14, 2022
Q1 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
69.3K+ 409.76% |
$978K - $1.32M
|
86.2K
$1.18M
|
|
Apr 28, 2022
Q1 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
68.2K+ 9.41% |
$962K - $1.3M
|
793K
$10.8M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
68KNew |
$961K - $1.3M
|
68K
$929K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
67.5KNew |
$953K - $1.29M
|
67.5K
$922K
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
66.6K+ 5579.82% |
$941K - $1.27M
|
67.8K
$926K
|
|
Apr 19, 2022
Q1 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
66KNew |
$932K - $1.26M
|
66K
$902K
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
66K+ 28.3% |
$932K - $1.26M
|
299K
$4.09M
|
|
Apr 27, 2022
Q1 2022
|
Demars Financial Group, LLC
|
BUY
|
- |
61.6KNew |
$869K - $1.17M
|
61.6K
$841K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
61.5K+ 146.43% |
$868K - $1.17M
|
104K
$1.41M
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
BUY
|
- |
60.5K+ 207.81% |
$854K - $1.15M
|
89.6K
$1.22M
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
58.5K+ 24.26% |
$827K - $1.12M
|
300K
$4.1M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
54.7K+ 13.99% |
$772K - $1.04M
|
445K
$6.08M
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
52.7KNew |
$744K - $1M
|
52.7K
$720K
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
49.6KNew |
$700K - $945K
|
49.6K
$677K
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
BUY
|
- |
47.9KNew |
$676K - $913K
|
47.9K
$654K
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
46.9KNew |
$662K - $893K
|
46.9K
$640K
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46.7KNew |
$660K - $890K
|
46.7K
$638K
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
46.1K+ 90.71% |
$651K - $879K
|
96.9K
$1.32M
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
46KNew |
$649K - $876K
|
46K
$628K
|