Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.2M+ 20.62% |
$287M - $336M
|
94.9M
$1.25B
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.04M+ 23.17% |
$53.9M - $62.9M
|
16.2M
$213M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.97M+ 7.55% |
$34.9M - $40.7M
|
28M
$370M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.97M+ 7.55% |
$34.9M - $40.7M
|
28M
$370M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
1.6M+ 22.21% |
$28.4M - $33.1M
|
8.81M
$116M
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.4MNew |
$24.7M - $28.9M
|
1.4M
$18.4M
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
1.24MNew |
$22M - $25.7M
|
1.24M
$16.4M
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1.24MNew |
$21.9M - $25.6M
|
1.24M
$16.3M
|
|
Aug 15, 2022
Q2 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.23M+ 4227.65% |
$21.7M - $25.4M
|
1.25M
$16.5M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.15M+ 11.55% |
$20.3M - $23.7M
|
11.1M
$146M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.12MNew |
$19.8M - $23.1M
|
1.12M
$14.7M
|
|
Aug 03, 2022
Q2 2022
|
Van Eck Associates Corp
|
BUY
|
- |
1.1M+ 114.0% |
$19.5M - $22.8M
|
2.07M
$27.3M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.04M+ 136.87% |
$18.4M - $21.5M
|
1.8M
$23.7M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
905K+ 18.92% |
$16M - $18.7M
|
5.69M
$75M
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
893K+ 232.17% |
$15.8M - $18.5M
|
1.28M
$16.8M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
859K+ 24.18% |
$15.2M - $17.8M
|
4.41M
$58.1M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
836K+ 20.35% |
$14.8M - $17.3M
|
4.94M
$65.1M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
821K+ 1324212.88% |
$14.5M - $17M
|
821K
$10.8M
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
779K+ 23330.97% |
$13.8M - $16.1M
|
782K
$10.3M
|
|
Jul 28, 2022
Q2 2022
|
Searcy Financial Services Inc
|
BUY
|
- |
677KNew |
$12M - $14M
|
677K
$8.92M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
BUY
|
- |
641K+ 50.33% |
$11.3M - $13.3M
|
1.91M
$25.2M
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
BUY
|
- |
512KNew |
$9.07M - $10.6M
|
512K
$6.75M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
492K+ 76.33% |
$8.71M - $10.2M
|
1.14M
$15M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
426K+ 24.41% |
$7.55M - $8.82M
|
2.17M
$28.6M
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
425K+ 65.81% |
$7.53M - $8.8M
|
1.07M
$14.1M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
425K+ 57.84% |
$7.53M - $8.79M
|
1.16M
$15.3M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
423K+ 3774.32% |
$7.5M - $8.76M
|
435K
$5.73M
|
|
Jul 11, 2022
Q2 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
413KNew |
$7.31M - $8.55M
|
413K
$5.44M
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
404K+ 26.69% |
$7.15M - $8.36M
|
1.92M
$25.3M
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
387K+ 82.03% |
$6.85M - $8.01M
|
859K
$11.3M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
338K+ 54.57% |
$5.98M - $6.99M
|
957K
$12.6M
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
328KNew |
$5.8M - $6.78M
|
328K
$4.32M
|
|
Jul 11, 2022
Q2 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
325K+ 70.55% |
$5.75M - $6.72M
|
785K
$10.3M
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
321K+ 106.53% |
$5.69M - $6.65M
|
623K
$8.21M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
320K+ 323.7% |
$5.67M - $6.63M
|
419K
$5.52M
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
312KNew |
$5.52M - $6.45M
|
312K
$4.11M
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
311KNew |
$5.51M - $6.43M
|
311K
$4.1M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
311KNew |
$5.51M - $6.43M
|
311K
$4.1M
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
303KNew |
$5.37M - $6.28M
|
303K
$4M
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
302K+ 2510.29% |
$5.35M - $6.26M
|
314K
$4.14M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
301K+ 49.31% |
$5.34M - $6.24M
|
913K
$12M
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
BUY
|
- |
286K+ 109.85% |
$5.07M - $5.92M
|
547K
$7.2M
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
BUY
|
- |
286KNew |
$5.06M - $5.91M
|
286K
$3.77M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
279K+ 26.35% |
$4.94M - $5.77M
|
1.34M
$17.6M
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
278KNew |
$4.92M - $5.75M
|
278K
$3.66M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
245K+ 1401.56% |
$4.35M - $5.08M
|
263K
$3.46M
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
229K+ 22.63% |
$4.06M - $4.75M
|
1.24M
$16.4M
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
220KNew |
$3.9M - $4.56M
|
220K
$2.91M
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
217KNew |
$3.85M - $4.5M
|
217K
$2.87M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
210K+ 11.7% |
$3.71M - $4.34M
|
2M
$26.4M
|