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 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.8K+ 22.84% |
$387K - $654K
|
155K
$2.12M
|
|
|
Jan 21, 2022
Q4 2021
|
Patton Fund Management, Inc.
|
BUY
|
- |
28.4K+ 27.04% |
$381K - $644K
|
133K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
27.6KNew |
$372K - $627K
|
27.6K
$377K
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
27.2K+ 12.41% |
$366K - $617K
|
246K
$3.36M
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
27.1KNew |
$365K - $616K
|
27.1K
$370K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
26.6K+ 63.41% |
$358K - $604K
|
68.6K
$936K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
26.6KNew |
$358K - $604K
|
26.6K
$363K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.3K+ 35.88% |
$354K - $598K
|
99.7K
$1.36M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
25.9KNew |
$348K - $587K
|
25.9K
$353K
|
|
|
Jan 31, 2022
Q4 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
25.5KNew |
$343K - $580K
|
25.5K
$349K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
24.2KNew |
$325K - $549K
|
24.2K
$330K
|
|
|
Feb 09, 2022
Q4 2021
|
Cannell & Co.
New York, NY |
BUY
|
- |
23.9KNew |
$321K - $542K
|
23.9K
$326K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
23.6KNew |
$317K - $535K
|
23.6K
$322K
|
|
|
Feb 07, 2022
Q4 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
23.3KNew |
$314K - $530K
|
23.3K
$319K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
23K+ 19.43% |
$310K - $523K
|
142K
$1.93M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.9K+ 16.04% |
$307K - $519K
|
165K
$2.26M
|
|
|
Jun 13, 2022
Q4 2021
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
22.7KNew |
$305K - $515K
|
22.7K
$310K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
21.7K+ 223.17% |
$292K - $493K
|
31.4K
$430K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
21.6K+ 10.5% |
$291K - $491K
|
228K
$3.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
19.6KNew |
$264K - $446K
|
19.6K
$268K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
19.5K+ 60.44% |
$262K - $442K
|
51.7K
$706K
|
|
|
Feb 14, 2022
Q4 2021
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
19.1K+ 45.44% |
$256K - $433K
|
61K
$833K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
18.9K+ 511.41% |
$254K - $429K
|
22.6K
$309K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
17.9K+ 128.71% |
$241K - $407K
|
31.8K
$435K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16.5K+ 7.09% |
$222K - $374K
|
249K
$3.4M
|
|
|
Jan 14, 2022
Q4 2021
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
15.4KNew |
$207K - $350K
|
15.4K
$210K
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
14.9K+ 57.78% |
$201K - $339K
|
40.8K
$557K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
14.6K+ 18.97% |
$196K - $332K
|
91.6K
$1.25M
|
|
|
Feb 15, 2022
Q4 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
14.3KNew |
$192K - $324K
|
14.3K
$195K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.2KNew |
$191K - $323K
|
14.2K
$194K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
13.2K+ 318.63% |
$177K - $299K
|
17.3K
$237K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
12.9K+ 25.07% |
$173K - $293K
|
64.3K
$878K
|
|
|
Feb 04, 2022
Q4 2021
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
12.8K+ 16.65% |
$172K - $291K
|
89.9K
$1.23M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.7K+ 9.97% |
$170K - $287K
|
140K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
12.2K+ 685.43% |
$164K - $278K
|
14K
$191K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
12KNew |
$161K - $273K
|
12K
$164K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
11.8KNew |
$159K - $269K
|
11.8K
$162K
|
|
|
Feb 10, 2022
Q4 2021
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
11.8KNew |
$159K - $268K
|
11.8K
$161K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11.5KNew |
$154K - $260K
|
11.5K
$157K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11KNew |
$148K - $249K
|
11K
$150K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 68.85% |
$145K - $245K
|
26.5K
$362K
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
10.6KNew |
$143K - $241K
|
10.6K
$145K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
10.5K+ 15.84% |
$142K - $239K
|
77.1K
$1.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
10.2KNew |
$137K - $232K
|
10.2K
$139K
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
10.2K+ 47.17% |
$137K - $231K
|
31.8K
$434K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
10.1K+ 31.72% |
$136K - $230K
|
42K
$574K
|
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
BUY
|
- |
10.1KNew |
$135K - $228K
|
10.1K
$137K
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
10KNew |
$135K - $228K
|
10K
$137K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10KNew |
$135K - $228K
|
10K
$137K
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
9.53K+ 5.63% |
$128K - $216K
|
179K
$2.44M
|