Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2022
Q3 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
17.7KNew |
$281K - $324K
|
17.7K
$234K
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
17.1KNew |
$271K - $312K
|
17.1K
$225K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17K+ 145.13% |
$270K - $310K
|
28.8K
$379K
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
16.5KNew |
$262K - $301K
|
16.5K
$218K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.4K+ 13.34% |
$261K - $300K
|
140K
$1.84M
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
16.4KNew |
$260K - $299K
|
16.4K
$216K
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
15.8KNew |
$250K - $288K
|
15.8K
$208K
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
13.7K+ 3.41% |
$218K - $250K
|
416K
$5.49M
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
13.3K+ 8.71% |
$211K - $243K
|
166K
$2.19M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
12.3KNew |
$195K - $224K
|
12.3K
$162K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.9KNew |
$188K - $217K
|
11.9K
$157K
|
|
Oct 18, 2022
Q3 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
11.8KNew |
$187K - $215K
|
11.8K
$156K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.5K+ 17.24% |
$183K - $210K
|
78.3K
$1.03M
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
11.4K+ 18.99% |
$181K - $208K
|
71.6K
$944K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.4K+ 12.66% |
$180K - $207K
|
101K
$1.33M
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
11.3K+ 3.61% |
$178K - $205K
|
323K
$4.26M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.2K+ 4.52% |
$178K - $205K
|
260K
$3.42M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.9K+ 6.62% |
$173K - $199K
|
176K
$2.32M
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
10.8K+ 4.51% |
$171K - $196K
|
250K
$3.29M
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
10.1KNew |
$160K - $184K
|
10.1K
$133K
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
9.99K+ 3.2% |
$158K - $182K
|
322K
$4.24M
|
|
Oct 13, 2022
Q3 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
9.69K+ 9.17% |
$154K - $177K
|
115K
$1.52M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.04K+ 19.14% |
$143K - $165K
|
56.3K
$742K
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
8.89K+ 1.58% |
$141K - $162K
|
573K
$7.55M
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
8.87K+ 15.33% |
$141K - $162K
|
66.7K
$880K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
8.71K+ 9.84% |
$138K - $159K
|
97.2K
$1.28M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
8.57K+ 60.8% |
$136K - $156K
|
22.7K
$299K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
8.34K+ 20.44% |
$132K - $152K
|
49.1K
$647K
|
|
Nov 14, 2022
Q3 2022
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
8.3K+ 51.56% |
$132K - $151K
|
24.4K
$322K
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
7.91K+ 28.39% |
$125K - $144K
|
35.8K
$471K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.68K+ 18.79% |
$122K - $140K
|
48.5K
$639K
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
7.5KNew |
$119K - $137K
|
7.5K
$98.9K
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
6.72K+ 2.19% |
$106K - $122K
|
314K
$4.14M
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
6.16K+ 19.59% |
$97.7K - $112K
|
37.6K
$496K
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
6KNew |
$95.1K - $109K
|
6K
$79.1K
|
|
Nov 01, 2022
Q3 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
5.8K+ 2.2% |
$91.9K - $106K
|
270K
$3.56M
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.78K+ 22.18% |
$91.6K - $105K
|
31.8K
$419K
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
5.61K+ 18.95% |
$89K - $102K
|
35.2K
$464K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.4K+ 3.99% |
$85.5K - $98.4K
|
141K
$1.85M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
5.18K+ 15.67% |
$82K - $94.3K
|
38.2K
$503K
|
|
Oct 24, 2022
Q3 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.05K+ 9.63% |
$80.1K - $92.1K
|
57.5K
$758K
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
4.67K+ 10.05% |
$73.9K - $85K
|
51.1K
$673K
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.28K+ 4.98% |
$67.9K - $78.1K
|
90.3K
$1.19M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
4.14KNew |
$65.6K - $75.4K
|
4.14K
$54.5K
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
4.1K+ 7.36% |
$65K - $74.7K
|
59.8K
$788K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.05KNew |
$64.2K - $73.8K
|
4.05K
$53.4K
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.81K+ 3.4% |
$60.4K - $69.5K
|
116K
$1.53M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.81K+ 20.18% |
$60.3K - $69.4K
|
22.7K
$299K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.64KNew |
$57.6K - $66.3K
|
3.64K
$47.9K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.5K+ 333.97% |
$55.5K - $63.8K
|
4.55K
$59.9K
|