Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
12KNew |
$163K - $183K
|
12K
$159K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.6KNew |
$158K - $177K
|
11.6K
$153K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.6K+ 19.41% |
$157K - $176K
|
71.2K
$939K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
11.6K+ 6.52% |
$157K - $175K
|
189K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
11.2KNew |
$152K - $170K
|
11.2K
$147K
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
10.8KNew |
$146K - $163K
|
10.8K
$142K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.5K+ 14.85% |
$143K - $159K
|
81.3K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
10.4KNew |
$141K - $158K
|
10.4K
$137K
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.2KNew |
$139K - $155K
|
10.2K
$135K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.1K+ 6.93% |
$137K - $153K
|
156K
$2.05M
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
10.1KNew |
$137K - $153K
|
10.1K
$133K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.43K+ 9.94% |
$128K - $143K
|
104K
$1.37M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.04K+ 5.54% |
$123K - $137K
|
172K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
9.04K+ 5.54% |
$123K - $137K
|
172K
$2.27M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.21K+ 34.69% |
$111K - $125K
|
31.9K
$420K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
7.19K+ 2.86% |
$97.7K - $109K
|
259K
$3.42M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.19K+ 41.07% |
$97.7K - $109K
|
24.7K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
6.62K+ 37.9% |
$89.9K - $100K
|
24.1K
$317K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.87K+ 10.68% |
$79.6K - $89K
|
60.8K
$801K
|
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
5.69K+ 3.92% |
$77.3K - $86.3K
|
151K
$1.99M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
5.67K+ 7.64% |
$77.1K - $86.1K
|
80K
$1.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5.62KNew |
$76.3K - $85.2K
|
5.62K
$74K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.22KNew |
$70.8K - $79.1K
|
5.22K
$68.8K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.15K+ 2.41% |
$70K - $78.1K
|
219K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
5.05K+ 45.14% |
$68.6K - $76.6K
|
16.2K
$214K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
4.79K+ 58.73% |
$65K - $72.7K
|
12.9K
$171K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.79K+ 27.34% |
$65K - $72.6K
|
22.3K
$294K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
4.74KNew |
$64.3K - $71.9K
|
4.74K
$62.4K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.73K+ 24.59% |
$64.2K - $71.8K
|
24K
$316K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.58K+ 21.96% |
$62.2K - $69.4K
|
25.4K
$335K
|
|
|
May 09, 2023
Q1 2023
|
Alaska Permanent Capital Management
|
BUY
|
- |
4.47K+ 1.22% |
$60.6K - $67.7K
|
369K
$4.87M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.39K+ 20.48% |
$59.6K - $66.6K
|
25.8K
$340K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4.1K+ 66.79% |
$55.7K - $62.3K
|
10.2K
$135K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
4.04KNew |
$54.8K - $61.2K
|
4.04K
$53.2K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.56K+ 4.53% |
$48.3K - $54K
|
82.1K
$1.08M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
3.53K+ 4.14% |
$47.9K - $53.5K
|
88.8K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.36K+ 8.61% |
$45.6K - $51K
|
42.4K
$559K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
3.33K+ 3.55% |
$45.2K - $50.5K
|
97.2K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.33K+ 2.26% |
$45.2K - $50.5K
|
150K
$1.98M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.26K+ 10.25% |
$44.2K - $49.4K
|
35K
$462K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.24K+ 12.47% |
$44K - $49.2K
|
29.2K
$385K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.22K+ 9.18% |
$43.7K - $48.9K
|
38.3K
$505K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.2K+ 17.3% |
$43.5K - $48.6K
|
21.7K
$286K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.02K+ 16.69% |
$41K - $45.8K
|
21.1K
$278K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.95K+ 6.01% |
$40.1K - $44.8K
|
52.1K
$686K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
2.94K+ 3.08% |
$39.9K - $44.6K
|
98.3K
$1.3M
|
|
|
May 09, 2023
Q1 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
2.86K+ 5.84% |
$38.9K - $43.4K
|
51.9K
$684K
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
2.61K+ 1.63% |
$35.5K - $39.6K
|
163K
$2.15M
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.61K+ 8.94% |
$35.5K - $39.6K
|
31.8K
$420K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.58K+ 22.67% |
$35.1K - $39.2K
|
14K
$184K
|