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 |
---|---|---|---|---|---|---|---|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4.95KNew |
$87.6K - $102K
|
4.95K
$67.6K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.93K+ 35.39% |
$87.3K - $102K
|
18.9K
$258K
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
4.7K+ 26.34% |
$83.2K - $97.2K
|
22.5K
$308K
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.51K+ 37.78% |
$79.8K - $93.2K
|
16.4K
$225K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.32K+ 43.66% |
$76.4K - $89.3K
|
14.2K
$194K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.29K+ 22.15% |
$75.9K - $88.7K
|
23.6K
$323K
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
4.27K+ 4.8% |
$75.6K - $88.3K
|
93.2K
$1.27M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.19KNew |
$74.3K - $86.8K
|
4.19K
$57.3K
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.15K+ 199.28% |
$73.4K - $85.8K
|
6.23K
$85K
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.06KNew |
$71.8K - $83.9K
|
4.06K
$55.4K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.94K+ 22.63% |
$69.7K - $81.5K
|
21.3K
$291K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.91K+ 11.52% |
$69.3K - $81K
|
37.9K
$518K
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.8K+ 1.91% |
$67.3K - $78.7K
|
203K
$2.77M
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.66K+ 9.33% |
$64.9K - $75.8K
|
42.9K
$586K
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.57K+ 16.98% |
$63.2K - $73.8K
|
24.6K
$336K
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.28K+ 0.76% |
$58K - $67.8K
|
434K
$5.93M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.93K+ 494.27% |
$51.9K - $60.6K
|
3.52K
$48.1K
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
2.6K+ 123.81% |
$46K - $53.8K
|
4.7K
$64.2K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.58K+ 13.2% |
$45.7K - $53.3K
|
22.1K
$302K
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.53K+ 14.51% |
$44.7K - $52.2K
|
19.9K
$272K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
2.52K+ 3.09% |
$44.6K - $52.1K
|
83.9K
$1.15M
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.36KNew |
$41.7K - $48.7K
|
2.36K
$32.2K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.35K+ 822.03% |
$41.6K - $48.6K
|
2.64K
$36K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.05KNew |
$36.3K - $42.5K
|
2.05K
$28K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.99K+ 17.53% |
$35.2K - $41.1K
|
13.3K
$182K
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1.76K+ 0.5% |
$31.2K - $36.5K
|
355K
$4.86M
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.7K+ 6.53% |
$30.1K - $35.2K
|
27.7K
$379K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.64K+ 6.71% |
$29K - $33.9K
|
26K
$356K
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1.52KNew |
$27K - $31.5K
|
1.52K
$20.8K
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1.42KNew |
$25.1K - $29.3K
|
1.42K
$19.3K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.38K+ 2.08% |
$24.4K - $28.5K
|
67.7K
$925K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.38KNew |
$24.4K - $28.4K
|
1.38K
$18.8K
|
|
Aug 12, 2022
Q2 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
1.29K+ 2.05% |
$22.8K - $26.6K
|
64.1K
$875K
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.28K+ 5.02% |
$22.7K - $26.5K
|
26.8K
$366K
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.26K+ 1.16% |
$22.3K - $26K
|
110K
$1.5M
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
1.24K+ 2.73% |
$21.9K - $25.6K
|
46.4K
$634K
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.22K+ 3.43% |
$21.6K - $25.2K
|
36.8K
$502K
|
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.2K+ 0.39% |
$21.3K - $24.9K
|
307K
$4.2M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.12K+ 1.13% |
$19.9K - $23.2K
|
100K
$1.37M
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.1KNew |
$19.4K - $22.7K
|
1.1K
$15K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.08KNew |
$19.1K - $22.4K
|
1.08K
$14.8K
|
|
Jul 25, 2022
Q2 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1KNew |
$17.7K - $20.7K
|
1K
$13.7K
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
869+ 4.54% |
$15.4K - $18K
|
20K
$274K
|
|
Jul 15, 2022
Q2 2022
|
Strong Box Wealth, LLC
|
BUY
|
- |
800+ 0.93% |
$14.2K - $16.6K
|
87K
$1.19M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
795New |
$14.1K - $16.4K
|
795
$10.9K
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
753New |
$13.3K - $15.6K
|
753
$10.3K
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
683+ 16.2% |
$12.1K - $14.1K
|
4.9K
$66.9K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
676New |
$12K - $14K
|
676
$9.23K
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
643+ 37.49% |
$11.4K - $13.3K
|
2.36K
$32.2K
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
640New |
$11.3K - $13.2K
|
640
$8.74K
|