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 |
---|---|---|---|---|---|---|---|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.44K+ 20.92% |
$54.5K - $62.7K
|
19.9K
$271K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.42K+ 54.97% |
$54.2K - $62.4K
|
9.65K
$132K
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
3.31K+ 14.19% |
$52.5K - $60.3K
|
26.6K
$364K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.3K+ 397.47% |
$52.3K - $60.1K
|
4.13K
$56.4K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.23K+ 14.4% |
$51.3K - $59K
|
25.7K
$351K
|
|
Nov 02, 2022
Q3 2022
|
Cim, LLC
|
BUY
|
- |
3.23K+ 1.32% |
$51.2K - $58.9K
|
248K
$3.39M
|
|
Oct 12, 2022
Q3 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
3K+ 300.0% |
$47.6K - $54.7K
|
4K
$54.6K
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.91K+ 0.89% |
$46.2K - $53.1K
|
330K
$4.5M
|
|
Oct 27, 2022
Q3 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.89K+ 11.04% |
$45.8K - $52.7K
|
29.1K
$397K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.81K+ 4.15% |
$44.5K - $51.2K
|
70.5K
$963K
|
|
Nov 14, 2022
Q3 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.75K+ 4.77% |
$43.6K - $50.1K
|
60.3K
$824K
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.72K+ 5.54% |
$43K - $49.5K
|
51.7K
$706K
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.44K+ 19.25% |
$38.7K - $44.5K
|
15.1K
$206K
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.42K+ 14.73% |
$38.4K - $44.1K
|
18.9K
$258K
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.31K+ 3.03% |
$36.6K - $42.1K
|
78.6K
$1.07M
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
2.25K+ 5.22% |
$35.6K - $41K
|
45.4K
$620K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
2.24K+ 4300.0% |
$35.4K - $40.8K
|
2.29K
$31.3K
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.21K+ 8.89% |
$35K - $40.3K
|
27.1K
$370K
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.17K+ 10.16% |
$34.3K - $39.5K
|
23.5K
$321K
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.09K+ 1.48% |
$33.1K - $38K
|
143K
$1.95M
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.96K+ 2.89% |
$31K - $35.7K
|
69.8K
$953K
|
|
Nov 03, 2022
Q3 2022
|
Equitable Trust CO
|
BUY
|
- |
1.87K+ 0.34% |
$29.7K - $34.1K
|
548K
$7.49M
|
|
Oct 07, 2024
Q3 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1.79KNew |
$28.4K - $32.6K
|
1.79K
$24.5K
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
1.54K+ 1.65% |
$24.4K - $28.1K
|
94.7K
$1.29M
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.5K+ 0.98% |
$23.7K - $27.3K
|
155K
$2.12M
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1.4KNew |
$22.2K - $25.6K
|
1.4K
$19.2K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.37K+ 3.09% |
$21.7K - $24.9K
|
45.6K
$622K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.31K+ 4.97% |
$20.8K - $24K
|
27.7K
$379K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.3K+ 4.12% |
$20.6K - $23.7K
|
32.8K
$448K
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.29KNew |
$20.5K - $23.6K
|
1.29K
$17.6K
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.29K+ 5.23% |
$20.4K - $23.5K
|
25.9K
$353K
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.22K+ 747.85% |
$19.3K - $22.2K
|
1.38K
$18.9K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.21K+ 275.97% |
$19.1K - $22K
|
1.64K
$22.4K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1.05K+ 0.88% |
$16.6K - $19.1K
|
120K
$1.63M
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.04K+ 0.75% |
$16.4K - $18.9K
|
140K
$1.91M
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.03KNew |
$16.4K - $18.8K
|
1.03K
$14.1K
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
BUY
|
- |
851+ 0.99% |
$13.5K - $15.5K
|
86.7K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
842+ 1.96% |
$13.3K - $15.3K
|
43.8K
$598K
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
767+ 6.15% |
$12.2K - $14K
|
13.2K
$181K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
762New |
$12.1K - $13.9K
|
762
$10.4K
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
750+ 1.93% |
$11.9K - $13.7K
|
39.6K
$540K
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
727+ 8.62% |
$11.5K - $13.3K
|
9.17K
$125K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
658+ 0.45% |
$10.4K - $12K
|
147K
$2.01M
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
584New |
$9.26K - $10.6K
|
584
$7.98K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
552+ 345.0% |
$8.75K - $10.1K
|
712
$9.73K
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
542New |
$8.59K - $9.88K
|
542
$7.4K
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
471+ 0.81% |
$7.47K - $8.59K
|
58.4K
$798K
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
433+ 18.39% |
$6.86K - $7.89K
|
2.79K
$38.1K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
422+ 3.29% |
$6.69K - $7.69K
|
13.3K
$181K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
385New |
$6.1K - $7.02K
|
385
$5.26K
|