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 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.57KClosed |
$22.1K - $29.8K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-1.76K- 70.02% |
$24.9K - $33.6K
|
755
$10.3K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.32K- 27.28% |
$32.7K - $44.1K
|
6.18K
$84.4K
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-2.34K- 54.81% |
$33.1K - $44.6K
|
1.93K
$26.4K
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.62K- 6.38% |
$51.1K - $69K
|
53.1K
$725K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.07K- 4.25% |
$57.5K - $77.6K
|
91.7K
$1.25M
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
SELL
|
- |
-4.13K- 1.58% |
$58.3K - $78.7K
|
258K
$3.52M
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
SELL
|
- |
-4.33K- 18.44% |
$61.2K - $82.6K
|
19.2K
$262K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4.61K- 88.6% |
$65.1K - $87.8K
|
593
$8.1K
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.64K- 4.19% |
$65.6K - $88.5K
|
106K
$1.45M
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
SELL
|
- |
-4.79KClosed |
$67.6K - $91.3K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.12K- 21.63% |
$72.3K - $97.5K
|
18.5K
$253K
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-5.64K- 17.74% |
$79.6K - $107K
|
26.2K
$357K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.76K- 24.42% |
$81.3K - $110K
|
17.8K
$243K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6K- 19.31% |
$84.7K - $114K
|
25.1K
$342K
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-6.47K- 2.45% |
$91.3K - $123K
|
258K
$3.52M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-6.5K- 9.72% |
$91.7K - $124K
|
60.3K
$824K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.85K- 17.37% |
$96.8K - $131K
|
32.6K
$445K
|
|
May 16, 2022
Q1 2022
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
SELL
|
- |
-7.48K- 12.02% |
$106K - $143K
|
54.8K
$748K
|
|
Apr 12, 2022
Q1 2022
|
Cim, LLC
|
SELL
|
- |
-9.65K- 3.78% |
$136K - $184K
|
245K
$3.35M
|
|
Apr 19, 2022
Q1 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.73K- 6.87% |
$137K - $186K
|
132K
$1.8M
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-10.7K- 29.33% |
$150K - $203K
|
25.7K
$351K
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11KClosed |
$155K - $209K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.4KClosed |
$161K - $217K
|
0
$0
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-11.5KClosed |
$162K - $219K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-11.7K- 9.01% |
$165K - $223K
|
118K
$1.62M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-11.9K- 3.73% |
$168K - $227K
|
307K
$4.19M
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-12.5K- 13.43% |
$177K - $239K
|
80.9K
$1.1M
|
|
Apr 21, 2022
Q1 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-12.9K- 50.69% |
$183K - $247K
|
12.6K
$172K
|
|
Apr 18, 2022
Q1 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-13K- 3.85% |
$183K - $247K
|
324K
$4.42M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.4K- 25.94% |
$189K - $255K
|
38.3K
$523K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-14.2KClosed |
$201K - $271K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-14.3KClosed |
$202K - $272K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-14.7K- 55.12% |
$207K - $279K
|
11.9K
$163K
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-14.7K- 34.15% |
$208K - $280K
|
28.4K
$387K
|
|
May 12, 2022
Q1 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-14.7K- 24.16% |
$208K - $281K
|
46.3K
$632K
|
|
Apr 20, 2022
Q1 2022
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-15.4KClosed |
$218K - $294K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-17.1KClosed |
$242K - $327K
|
0
$0
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-17.1K- 52.31% |
$242K - $327K
|
15.6K
$213K
|
|
May 09, 2022
Q1 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-18.1K- 2.88% |
$256K - $346K
|
611K
$8.34M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-18.3K- 62.0% |
$258K - $349K
|
11.2K
$153K
|
|
May 09, 2022
Q1 2022
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-18.8K- 9.92% |
$265K - $357K
|
170K
$2.33M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-18.8K- 3.11% |
$265K - $358K
|
586K
$8.01M
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-22.8KClosed |
$322K - $435K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
SELL
|
- |
-23K- 22.16% |
$324K - $438K
|
80.7K
$1.1M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-26K- 67.57% |
$367K - $496K
|
12.5K
$170K
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-27.1KClosed |
$383K - $517K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-28.5K- 13.01% |
$403K - $544K
|
191K
$2.61M
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-33.5KClosed |
$473K - $638K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-41.3K- 21.71% |
$583K - $787K
|
149K
$2.03M
|