Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2021
Q2 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.7K+ 106.54% |
$220K - $256K
|
24.7K
$332K
|
|
Aug 11, 2021
Q2 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12.6KNew |
$218K - $254K
|
12.6K
$170K
|
|
Jul 26, 2021
Q2 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
12.4K+ 112.02% |
$213K - $248K
|
23.4K
$315K
|
|
Aug 13, 2021
Q2 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
12K+ 9.38% |
$207K - $241K
|
140K
$1.88M
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.8KNew |
$204K - $237K
|
11.8K
$159K
|
|
Jul 28, 2021
Q2 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
11.7KNew |
$201K - $234K
|
11.7K
$157K
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11K+ 18.54% |
$189K - $220K
|
70K
$943K
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
10.9K+ 107.63% |
$188K - $219K
|
21.1K
$283K
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.6KNew |
$183K - $214K
|
10.6K
$143K
|
|
Aug 05, 2021
Q2 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
10.5KNew |
$181K - $211K
|
10.5K
$141K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
10.4K+ 22.63% |
$179K - $209K
|
56.3K
$758K
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
10.3KNew |
$178K - $207K
|
10.3K
$139K
|
|
Aug 13, 2021
Q2 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
10.1K+ 5.13% |
$175K - $203K
|
207K
$2.79M
|
|
Aug 11, 2021
Q2 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
9.53K+ 2.01% |
$165K - $192K
|
483K
$6.5M
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
BUY
|
- |
9.02K+ 8.28% |
$156K - $181K
|
118K
$1.59M
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
8.73K+ 15.12% |
$151K - $175K
|
66.4K
$894K
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.57K+ 20.7% |
$148K - $172K
|
50K
$672K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.54K+ 6.72% |
$147K - $172K
|
136K
$1.83M
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8.49K+ 70758.33% |
$147K - $171K
|
8.5K
$114K
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.2K+ 50.77% |
$141K - $165K
|
24.3K
$328K
|
|
Aug 13, 2021
Q2 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
7.67K+ 4.97% |
$132K - $154K
|
162K
$2.18M
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.64K+ 3005.91% |
$132K - $153K
|
7.89K
$106K
|
|
Sep 01, 2021
Q2 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.27K+ 9.85% |
$126K - $146K
|
81.1K
$1.09M
|
|
Jul 23, 2021
Q2 2021
|
Belvedere Trading LLC
|
BUY
|
- |
7.2K+ 47.37% |
$124K - $145K
|
22.4K
$301K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
6.73KNew |
$116K - $135K
|
6.73K
$90.6K
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
BUY
|
- |
6.69K+ 6.34% |
$115K - $134K
|
112K
$1.51M
|
|
Aug 16, 2021
Q2 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.68K+ 34.81% |
$115K - $134K
|
25.9K
$348K
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
6.41K+ 0.36% |
$111K - $129K
|
1.78M
$24M
|
|
Aug 10, 2021
Q2 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
6.26KNew |
$108K - $126K
|
6.26K
$84.3K
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.64KNew |
$97.3K - $113K
|
5.64K
$75.9K
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.63K+ 46.01% |
$97.2K - $113K
|
17.9K
$241K
|
|
Jul 19, 2021
Q2 2021
|
Cutler Group LP
|
BUY
|
- |
5.57KNew |
$96.1K - $112K
|
5.57K
$75K
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.56K+ 38.16% |
$95.9K - $112K
|
20.1K
$271K
|
|
Jul 01, 2021
Q2 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
4.92K+ 6.08% |
$85K - $99K
|
86K
$1.16M
|
|
Jul 27, 2021
Q2 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
4.9K+ 0.76% |
$84.5K - $98.4K
|
646K
$8.69M
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.75K+ 97.94% |
$82K - $95.5K
|
9.6K
$129K
|
|
Aug 04, 2021
Q2 2021
|
Motco
|
BUY
|
- |
4.42KNew |
$76.2K - $88.8K
|
4.42K
$59.5K
|
|
Aug 02, 2021
Q2 2021
|
Private Ocean, LLC
|
BUY
|
- |
4.42KNew |
$76.2K - $88.7K
|
4.42K
$59.4K
|
|
Aug 04, 2021
Q2 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
3.19K+ 9.43% |
$55K - $64.1K
|
37K
$498K
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.97KNew |
$51.2K - $59.7K
|
2.97K
$40K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.92K+ 131.16% |
$50.3K - $58.6K
|
5.14K
$69.2K
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.84K+ 1.26% |
$49K - $57K
|
229K
$3.08M
|
|
Aug 03, 2021
Q2 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
2.6K+ 22.11% |
$44.9K - $52.3K
|
14.4K
$194K
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.45K+ 51.87% |
$42.3K - $49.3K
|
7.18K
$96.7K
|
|
Aug 17, 2021
Q2 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.35K+ 99.32% |
$40.6K - $47.2K
|
4.72K
$63.5K
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.25K+ 3.8% |
$38.9K - $45.3K
|
61.5K
$828K
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.16K+ 9.57% |
$37.3K - $43.4K
|
24.7K
$333K
|
|
Jul 27, 2021
Q2 2021
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2KNew |
$34.5K - $40.2K
|
2K
$26.9K
|
|
Aug 12, 2021
Q2 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.98K+ 14.23% |
$34.2K - $39.8K
|
15.9K
$214K
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.81K+ 27.56% |
$31.3K - $36.5K
|
8.4K
$113K
|