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 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
356+ 2.51% |
$5.64K - $6.49K
|
14.6K
$199K
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
346New |
$5.48K - $6.31K
|
346
$4.73K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
323New |
$5.12K - $5.89K
|
323
$4.41K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
272+ 23.65% |
$4.31K - $4.96K
|
1.42K
$19.4K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
254+ 72.57% |
$4.03K - $4.63K
|
604
$8.25K
|
|
Nov 10, 2022
Q3 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
191New |
$3.03K - $3.48K
|
191
$2.61K
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
182New |
$2.88K - $3.32K
|
182
$2.49K
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
174+ 9.33% |
$2.76K - $3.17K
|
2.04K
$27.9K
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
124New |
$1.97K - $2.26K
|
124
$1.69K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$1.59K - $1.82K
|
100
$1.37K
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
89New |
$1.41K - $1.62K
|
89
$1.22K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
76+ 0.16% |
$1.2K - $1.39K
|
48.7K
$665K
|
|
Nov 10, 2022
Q3 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
60+ 0.36% |
$951 - $1.09K
|
16.9K
$231K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
59+ 0.01% |
$935 - $1.08K
|
1.14M
$15.5M
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 5.71% |
$190 - $219
|
198
$2.7K
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-65- 43.92% |
$1.03K - $1.18K
|
83
$1.13K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-71- 0.49% |
$1.13K - $1.29K
|
14.6K
$199K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-95- 81.9% |
$1.51K - $1.73K
|
21
$287
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-105- 0.02% |
$1.66K - $1.91K
|
434K
$5.92M
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-146- 90.12% |
$2.31K - $2.66K
|
16
$219
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-148- 0.08% |
$2.35K - $2.7K
|
180K
$2.46M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-244- 37.83% |
$3.87K - $4.45K
|
401
$5.48K
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-272- 0.54% |
$4.31K - $4.96K
|
50.3K
$687K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-293- 0.63% |
$4.64K - $5.34K
|
46.3K
$632K
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-298- 6.08% |
$4.72K - $5.43K
|
4.6K
$62.8K
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-346- 0.12% |
$5.48K - $6.31K
|
293K
$4M
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-350- 10.04% |
$5.55K - $6.38K
|
3.14K
$42.8K
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-351- 20.37% |
$5.56K - $6.4K
|
1.37K
$18.7K
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-450- 1.92% |
$7.13K - $8.2K
|
22.9K
$313K
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-545- 1.9% |
$8.64K - $9.94K
|
28.2K
$385K
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-574- 1.54% |
$9.1K - $10.5K
|
36.6K
$500K
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-688- 19.52% |
$10.9K - $12.5K
|
2.84K
$38.7K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-692- 63.9% |
$11K - $12.6K
|
391
$5.34K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-840- 6.02% |
$13.3K - $15.3K
|
13.1K
$179K
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-921- 1.71% |
$14.6K - $16.8K
|
53K
$724K
|
|
Nov 10, 2022
Q3 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-943- 0.52% |
$14.9K - $17.2K
|
180K
$2.45M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.04K- 86.63% |
$16.5K - $19K
|
161
$2.2K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.2K- 9.92% |
$19.1K - $21.9K
|
10.9K
$149K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.28K- 2.4% |
$20.3K - $23.3K
|
52K
$711K
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.29K- 7.09% |
$20.4K - $23.5K
|
16.9K
$231K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.32K- 9.92% |
$20.9K - $24.1K
|
12K
$164K
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.34K- 13.64% |
$21.2K - $24.4K
|
8.48K
$116K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-1.41K- 1.56% |
$22.3K - $25.6K
|
89K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.44K- 5.66% |
$22.8K - $26.3K
|
24K
$328K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.57K- 4.13% |
$24.8K - $28.5K
|
36.3K
$496K
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.57K- 0.14% |
$24.8K - $28.6K
|
1.14M
$15.6M
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.59K- 0.9% |
$25.1K - $28.9K
|
174K
$2.38M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.74K- 12.23% |
$27.6K - $31.8K
|
12.5K
$171K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.74K- 32.55% |
$27.6K - $31.8K
|
3.61K
$49.3K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.75K- 7.92% |
$27.8K - $31.9K
|
20.4K
$278K
|