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
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
116New |
$1.58K - $1.76K
|
116
$1.58K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
96New |
$1.3K - $1.46K
|
96
$1.31K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
50New |
$679 - $759
|
50
$683
|
|
May 15, 2023
Q1 2023
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
44+ 0.22% |
$598 - $667
|
20.3K
$278K
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.14% |
$584 - $652
|
30.9K
$422K
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
39New |
$530 - $592
|
39
$533
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
35New |
$475 - $531
|
35
$478
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
10New |
$136 - $152
|
10
$137
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3New |
$40.7 - $45.5
|
3
$41
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1- 6.67% |
$13.6 - $15.2
|
14
$191
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-5- 3.85% |
$67.9 - $75.9
|
125
$1.71K
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-13- 0.01% |
$177 - $197
|
223K
$3.05M
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-31- 18.56% |
$421 - $470
|
136
$1.86K
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-52- 14.73% |
$706 - $789
|
301
$4.11K
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-63- 0.62% |
$856 - $956
|
10.1K
$139K
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-103Closed |
$1.4K - $1.56K
|
0
$0
|
|
Apr 27, 2023
Q1 2023
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-104- 0.5% |
$1.41K - $1.58K
|
20.6K
$282K
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-115- 0.97% |
$1.56K - $1.74K
|
11.7K
$160K
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-125Closed |
$1.7K - $1.9K
|
0
$0
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-152- 96.2% |
$2.06K - $2.31K
|
6
$82
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 26.56% |
$2.72K - $3.03K
|
553
$7.55K
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-268- 1.48% |
$3.64K - $4.07K
|
17.9K
$244K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-292- 2.71% |
$3.97K - $4.43K
|
10.5K
$143K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-305- 7.1% |
$4.14K - $4.63K
|
3.99K
$54.5K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-343- 50.0% |
$4.66K - $5.2K
|
343
$4.69K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-373- 0.8% |
$5.07K - $5.66K
|
46.1K
$629K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-376- 0.7% |
$5.11K - $5.7K
|
53.4K
$729K
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-473- 2.37% |
$6.42K - $7.18K
|
19.5K
$266K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-496- 4.46% |
$6.74K - $7.52K
|
10.6K
$145K
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-523- 68.64% |
$7.1K - $7.93K
|
239
$3.26K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-545- 3.81% |
$7.4K - $8.27K
|
13.8K
$188K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-639- 3.93% |
$8.68K - $9.69K
|
15.6K
$214K
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-677- 96.71% |
$9.19K - $10.3K
|
23
$314
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-726- 6.74% |
$9.86K - $11K
|
10K
$137K
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-736- 1.39% |
$9.99K - $11.2K
|
52.4K
$715K
|
|
May 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-784- 4.37% |
$10.6K - $11.9K
|
17.1K
$234K
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-855- 3.23% |
$11.6K - $13K
|
25.6K
$350K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-867- 6.39% |
$11.8K - $13.2K
|
12.7K
$174K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.04K- 49.04% |
$14.2K - $15.8K
|
1.08K
$14.8K
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.06K- 9.35% |
$14.3K - $16K
|
10.2K
$140K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.2K- 6.3% |
$16.3K - $18.2K
|
17.9K
$244K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.25K- 47.44% |
$17K - $19K
|
1.39K
$18.9K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.3K- 6.95% |
$17.6K - $19.7K
|
17.4K
$237K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.33K- 55.19% |
$18.1K - $20.2K
|
1.08K
$14.8K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.47K- 5.68% |
$19.9K - $22.3K
|
24.4K
$333K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.61K- 8.91% |
$21.9K - $24.5K
|
16.5K
$225K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.62K- 3.01% |
$22K - $24.5K
|
52.1K
$712K
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.97K- 6.48% |
$26.8K - $29.9K
|
28.4K
$389K
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2K- 9.18% |
$27.2K - $30.4K
|
19.8K
$270K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.01K- 71.9% |
$27.3K - $30.5K
|
786
$10.7K
|