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 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.47K+ 21.86% |
$33.5K - $37.4K
|
13.7K
$183K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.34K+ 384.21% |
$31.7K - $35.4K
|
2.94K
$39.2K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.02K+ 5.73% |
$27.4K - $30.6K
|
37.3K
$495K
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2K+ 2.84% |
$27.1K - $30.3K
|
72.3K
$962K
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.95K+ 5.67% |
$26.5K - $29.6K
|
36.4K
$483K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.9K+ 2.66% |
$25.8K - $28.8K
|
73.1K
$972K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.8K+ 0.36% |
$24.5K - $27.4K
|
503K
$6.69M
|
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.79KNew |
$24.3K - $27.2K
|
1.79K
$23.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.41K+ 2.31% |
$19.1K - $21.3K
|
62.4K
$830K
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
1.28KNew |
$17.4K - $19.4K
|
1.28K
$17K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.24K+ 96.72% |
$16.8K - $18.8K
|
2.52K
$33.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1.2KNew |
$16.3K - $18.2K
|
1.2K
$16K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.18K+ 1.12% |
$16.1K - $18K
|
107K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.1K+ 7.45% |
$14.9K - $16.6K
|
15.8K
$210K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.02K+ 5.6% |
$13.9K - $15.5K
|
19.3K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
976+ 7.83% |
$13.3K - $14.8K
|
13.4K
$179K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
907+ 3.74% |
$12.3K - $13.8K
|
25.1K
$334K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
858+ 1.86% |
$11.7K - $13K
|
47K
$625K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
819+ 2.1% |
$11.1K - $12.4K
|
39.7K
$529K
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
815+ 20.38% |
$11.1K - $12.4K
|
4.82K
$64K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
738New |
$10K - $11.2K
|
738
$9.82K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
727New |
$9.87K - $11K
|
727
$9.67K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
700New |
$9.51K - $10.6K
|
700
$9.31K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
698New |
$9.48K - $10.6K
|
698
$9.28K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
650+ 28.33% |
$8.83K - $9.86K
|
2.94K
$39.2K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
637+ 6.03% |
$8.65K - $9.66K
|
11.2K
$149K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
609+ 4.26% |
$8.27K - $9.24K
|
14.9K
$198K
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
608+ 5.26% |
$8.26K - $9.22K
|
12.2K
$162K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
600New |
$8.15K - $9.1K
|
600
$7.98K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
573+ 0.6% |
$7.78K - $8.69K
|
95.8K
$1.27M
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
BUY
|
- |
528+ 2.53% |
$7.17K - $8.01K
|
21.4K
$284K
|
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
517+ 3.95% |
$7.02K - $7.84K
|
13.6K
$181K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
500New |
$6.79K - $7.59K
|
500
$6.65K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
485+ 0.92% |
$6.59K - $7.36K
|
53K
$705K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
483+ 0.82% |
$6.56K - $7.33K
|
59.4K
$790K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
470+ 0.96% |
$6.38K - $7.13K
|
49.7K
$661K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
419+ 15.5% |
$5.69K - $6.36K
|
3.12K
$41.5K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
380New |
$5.16K - $5.76K
|
380
$5.05K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
379+ 318.49% |
$5.15K - $5.75K
|
498
$6.62K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
368+ 25.5% |
$5K - $5.58K
|
1.81K
$24.1K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
345New |
$4.69K - $5.23K
|
345
$4.59K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
339New |
$4.6K - $5.14K
|
339
$4.51K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
335+ 10.2% |
$4.55K - $5.08K
|
3.62K
$48.1K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
283+ 5.93% |
$3.84K - $4.29K
|
5.06K
$67.2K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
264New |
$3.59K - $4K
|
264
$3.51K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
231New |
$3.14K - $3.5K
|
231
$3.07K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
212New |
$2.88K - $3.22K
|
212
$2.82K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
187New |
$2.54K - $2.84K
|
187
$2.49K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
155+ 29.19% |
$2.1K - $2.35K
|
686
$9.12K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
140+ 3.19% |
$1.9K - $2.12K
|
4.53K
$60.3K
|