Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 24, 2023
Q4 2022
|
Natixis
Paris, I0 |
BUY
|
- |
88.2KNew |
$1.27M - $1.58M
|
88.2K
$1.17M
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
84.2KNew |
$1.21M - $1.51M
|
84.2K
$1.12M
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
81.6K+ 37.79% |
$1.17M - $1.47M
|
298K
$3.96M
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
74.3KNew |
$1.07M - $1.33M
|
74.3K
$988K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
73.4K+ 14.56% |
$1.05M - $1.32M
|
578K
$7.68M
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
72.6K+ 22.49% |
$1.04M - $1.3M
|
396K
$5.26M
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
71.5KNew |
$1.03M - $1.28M
|
71.5K
$951K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
69.3KNew |
$995K - $1.24M
|
69.3K
$922K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
66.4K+ 104.22% |
$953K - $1.19M
|
130K
$1.73M
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
63.1K+ 38.15% |
$905K - $1.13M
|
228K
$3.04M
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
61.1K+ 9.84% |
$877K - $1.1M
|
682K
$9.07M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
58.3K+ 241.38% |
$836K - $1.05M
|
82.4K
$1.1M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
57.7K+ 53.56% |
$829K - $1.04M
|
166K
$2.2M
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
55KNew |
$789K - $986K
|
55K
$731K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
54.1K+ 142.11% |
$777K - $972K
|
92.2K
$1.23M
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
51.9K+ 194.7% |
$744K - $931K
|
78.5K
$1.04M
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
46.9K+ 18.54% |
$673K - $841K
|
300K
$3.99M
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
44.3KNew |
$636K - $795K
|
44.3K
$589K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
43.5K+ 23.9% |
$625K - $781K
|
226K
$3M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
43KNew |
$618K - $773K
|
43K
$572K
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
42KNew |
$602K - $753K
|
42K
$558K
|
|
Feb 14, 2023
Q4 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
40.3K+ 45.24% |
$578K - $724K
|
129K
$1.72M
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
40.1K+ 61.43% |
$575K - $720K
|
105K
$1.4M
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
40KNew |
$574K - $718K
|
40K
$532K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
39.5K+ 184.23% |
$567K - $709K
|
61K
$811K
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
39.5K+ 55.94% |
$566K - $708K
|
110K
$1.46M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.3K+ 100.17% |
$536K - $670K
|
74.6K
$992K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
35.9KNew |
$515K - $645K
|
35.9K
$478K
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
35.2KNew |
$506K - $632K
|
35.2K
$469K
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
33.8K+ 274.87% |
$486K - $608K
|
46.2K
$614K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
33.6K+ 44.42% |
$482K - $602K
|
109K
$1.45M
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
32.9KNew |
$472K - $590K
|
32.9K
$437K
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
BUY
|
- |
32.9K+ 13.24% |
$472K - $590K
|
281K
$3.74M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
32.7K+ 1.53% |
$470K - $587K
|
2.17M
$28.8M
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
31.8KNew |
$456K - $570K
|
31.8K
$423K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
30.5K+ 161.76% |
$438K - $548K
|
49.4K
$657K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
28.7K+ 0.56% |
$412K - $516K
|
5.2M
$69.2M
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
28.5KNew |
$409K - $512K
|
28.5K
$379K
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.8K+ 51.91% |
$385K - $482K
|
78.5K
$1.04M
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
25.9K+ 39.71% |
$372K - $466K
|
91.2K
$1.21M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.3K+ 44.97% |
$363K - $454K
|
81.6K
$1.08M
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
24.1K+ 75.4% |
$346K - $433K
|
56.1K
$746K
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
23.9KNew |
$342K - $428K
|
23.9K
$317K
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
23.3K+ 2.05% |
$334K - $418K
|
1.16M
$15.5M
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
23K+ 12.73% |
$329K - $412K
|
203K
$2.7M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
20.9KNew |
$300K - $376K
|
20.9K
$278K
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
20.8KNew |
$299K - $374K
|
20.8K
$277K
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
BUY
|
- |
20.8KNew |
$299K - $374K
|
20.8K
$277K
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
20.3K+ 17.59% |
$291K - $364K
|
136K
$1.8M
|
|
Feb 14, 2023
Q4 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
20.3KNew |
$291K - $364K
|
20.3K
$270K
|