Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
7.7M+ 93.54% |
$104M - $175M
|
15.9M
$210M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
6.35M+ 51.37% |
$85.5M - $144M
|
18.7M
$247M
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
2.58M+ 25.49% |
$34.7M - $58.6M
|
12.7M
$168M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2M+ 3.39% |
$26.9M - $45.4M
|
61M
$804M
|
|
|
Feb 16, 2022
Q4 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.76M+ 356.25% |
$23.7M - $39.9M
|
2.25M
$29.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
925K+ 221.1% |
$12.4M - $21M
|
1.34M
$17.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
787K+ 55.24% |
$10.6M - $17.9M
|
2.21M
$29.2M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
749K+ 20.08% |
$10.1M - $17M
|
4.48M
$59M
|
|
|
Jan 19, 2022
Q4 2021
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
725KNew |
$9.75M - $16.5M
|
725K
$9.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
556K+ 49.21% |
$7.48M - $12.6M
|
1.69M
$22.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
517K+ 451.09% |
$6.95M - $11.7M
|
631K
$8.32M
|
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
480K+ 20.8% |
$6.46M - $10.9M
|
2.79M
$36.8M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
409K+ 22.83% |
$5.51M - $9.3M
|
2.2M
$29M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
390KNew |
$5.25M - $8.87M
|
390K
$5.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
360KNew |
$4.85M - $8.18M
|
360K
$4.75M
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
348KNew |
$4.68M - $7.89M
|
348K
$4.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
337KNew |
$4.53M - $7.65M
|
337K
$4.44M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
330K+ 215.82% |
$4.44M - $7.49M
|
483K
$6.36M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
288K+ 201.25% |
$3.88M - $6.55M
|
432K
$5.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
273K+ 350.07% |
$3.68M - $6.21M
|
351K
$4.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
270KNew |
$3.63M - $6.13M
|
270K
$3.56M
|
|
|
Jan 31, 2022
Q4 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
268KNew |
$3.61M - $6.09M
|
268K
$3.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
266KNew |
$3.57M - $6.04M
|
266K
$3.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
264KNew |
$3.55M - $6M
|
264K
$3.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
259KNew |
$3.48M - $5.88M
|
259K
$3.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
259K+ 34.09% |
$3.48M - $5.88M
|
1.02M
$13.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
257K+ 33.26% |
$3.45M - $5.83M
|
1.03M
$13.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Augustine Asset Management Inc
|
BUY
|
- |
255K+ 195.6% |
$3.43M - $5.8M
|
386K
$5.08M
|
|
|
Jan 26, 2022
Q4 2021
|
Van Eck Associates Corp
|
BUY
|
- |
254K+ 146.78% |
$3.42M - $5.77M
|
428K
$5.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Del Sette Capital Management, LLC
|
BUY
|
- |
247KNew |
$3.32M - $5.6M
|
247K
$3.25M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
230K+ 73.55% |
$3.09M - $5.21M
|
542K
$7.14M
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
221KNew |
$2.97M - $5.01M
|
221K
$2.91M
|
|
|
Jan 21, 2022
Q4 2021
|
J2 Capital Management Inc
|
BUY
|
- |
219KNew |
$2.95M - $4.98M
|
219K
$2.89M
|
|
|
Jan 25, 2022
Q4 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
211K+ 39.87% |
$2.84M - $4.79M
|
741K
$9.76M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
209K+ 93.74% |
$2.81M - $4.74M
|
431K
$5.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Empowered Funds, LLC
|
BUY
|
- |
196KNew |
$2.63M - $4.44M
|
196K
$2.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
194K+ 65.88% |
$2.61M - $4.41M
|
489K
$6.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
190KNew |
$2.56M - $4.32M
|
190K
$2.51M
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
189KNew |
$2.54M - $4.29M
|
189K
$2.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
186K+ 21.74% |
$2.5M - $4.22M
|
1.04M
$13.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
183K+ 49.09% |
$2.46M - $4.15M
|
556K
$7.32M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
181KNew |
$2.43M - $4.1M
|
181K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
177KNew |
$2.38M - $4.02M
|
177K
$2.33M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
169KNew |
$2.28M - $3.84M
|
169K
$2.23M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
167K+ 69.56% |
$2.25M - $3.8M
|
407K
$5.37M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
155K+ 34.42% |
$2.08M - $3.52M
|
605K
$7.97M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
148KNew |
$1.98M - $3.35M
|
148K
$1.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
129KNew |
$1.74M - $2.93M
|
129K
$1.7M
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
115K+ 68.7% |
$1.55M - $2.61M
|
282K
$3.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
113K+ 93.4% |
$1.51M - $2.56M
|
233K
$3.07M
|