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 04, 2022
Q1 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
45.4K+ 10.94% |
$641K - $865K
|
460K
$6.12M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45.4KNew |
$641K - $865K
|
45.4K
$603K
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
45.2KNew |
$638K - $861K
|
45.2K
$601K
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
42.8KNew |
$604K - $816K
|
42.8K
$569K
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
42.5KNew |
$600K - $810K
|
42.5K
$565K
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
41.7K+ 12.74% |
$589K - $795K
|
369K
$4.91M
|
|
May 12, 2022
Q1 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
40.7KNew |
$575K - $776K
|
40.7K
$542K
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
38.7KNew |
$546K - $737K
|
38.7K
$514K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
37.5K+ 50.28% |
$530K - $716K
|
112K
$1.49M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
37.5KNew |
$530K - $715K
|
37.5K
$499K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
37.1K+ 105.62% |
$524K - $707K
|
72.2K
$961K
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
36.8K+ 28.54% |
$520K - $702K
|
166K
$2.21M
|
|
May 16, 2022
Q1 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
36.1K+ 5.91% |
$509K - $687K
|
646K
$8.59M
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
35.5KNew |
$502K - $677K
|
35.5K
$473K
|
|
May 16, 2022
Q1 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
35.5K+ 17.13% |
$501K - $676K
|
243K
$3.23M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
35.5K+ 19.85% |
$501K - $676K
|
214K
$2.85M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
35.5K+ 67.09% |
$501K - $676K
|
88.3K
$1.17M
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
35.3KNew |
$498K - $673K
|
35.3K
$469K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35.1K+ 21.21% |
$495K - $668K
|
200K
$2.67M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
34.5K+ 105.38% |
$487K - $657K
|
67.2K
$893K
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
34KNew |
$481K - $649K
|
34K
$453K
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
33.8K+ 46.67% |
$477K - $643K
|
106K
$1.41M
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
33.4KNew |
$471K - $636K
|
33.4K
$444K
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
31.9K+ 12.94% |
$450K - $607K
|
278K
$3.7M
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
29.7KNew |
$419K - $566K
|
29.7K
$395K
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
29.4KNew |
$415K - $561K
|
29.4K
$391K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
29.1KNew |
$411K - $555K
|
29.1K
$387K
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
29KNew |
$409K - $553K
|
29K
$386K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27.7K+ 10.25% |
$391K - $528K
|
298K
$3.96M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
27.6K+ 666.6% |
$389K - $526K
|
31.7K
$422K
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
26K+ 29.77% |
$368K - $496K
|
114K
$1.51M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
24K+ 81.89% |
$339K - $457K
|
53.3K
$709K
|
|
Apr 20, 2022
Q1 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
23.5K+ 17.6% |
$331K - $447K
|
157K
$2.08M
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
23.4KNew |
$331K - $446K
|
23.4K
$311K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
22.9K+ 133.66% |
$324K - $437K
|
40.1K
$533K
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
21.9KNew |
$310K - $418K
|
21.9K
$292K
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
21.4KNew |
$302K - $408K
|
21.4K
$285K
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
21.1KNew |
$298K - $403K
|
21.1K
$281K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
20.4K+ 281.47% |
$288K - $388K
|
27.6K
$367K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
20.3K+ 44.14% |
$287K - $387K
|
66.3K
$882K
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20.1KNew |
$283K - $382K
|
20.1K
$267K
|
|
May 06, 2022
Q1 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
20K+ 22.21% |
$282K - $380K
|
110K
$1.46M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.9K+ 53.39% |
$281K - $380K
|
57.2K
$761K
|
|
May 12, 2022
Q1 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
19.6KNew |
$277K - $374K
|
19.6K
$261K
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
BUY
|
- |
19.2KNew |
$271K - $366K
|
19.2K
$255K
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
18.9KNew |
$267K - $361K
|
18.9K
$252K
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
18.3K+ 47.98% |
$258K - $348K
|
56.4K
$750K
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
18.3K+ 87.04% |
$258K - $348K
|
39.3K
$522K
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
18.2K+ 151.99% |
$258K - $348K
|
30.3K
$402K
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
18.1K+ 19.74% |
$255K - $345K
|
110K
$1.46M
|