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 14, 2023
Q4 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
20.3KNew |
$291K - $364K
|
20.3K
$268K
|
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
20.3K+ 191.22% |
$291K - $364K
|
30.9K
$408K
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
20KNew |
$286K - $358K
|
20K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
19.2KNew |
$276K - $345K
|
19.2K
$254K
|
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
19.2KNew |
$275K - $344K
|
19.2K
$253K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
18.7KNew |
$268K - $335K
|
18.7K
$246K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
18.5K+ 27.7% |
$265K - $332K
|
85.2K
$1.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.3K+ 39.72% |
$262K - $328K
|
64.3K
$850K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.1KNew |
$260K - $325K
|
18.1K
$239K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
18.1KNew |
$259K - $324K
|
18.1K
$239K
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
17.9KNew |
$257K - $322K
|
17.9K
$237K
|
|
|
Feb 09, 2023
Q4 2022
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
17.5KNew |
$251K - $314K
|
17.5K
$231K
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
17.5KNew |
$251K - $313K
|
17.5K
$231K
|
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
17.3K+ 3.04% |
$248K - $310K
|
585K
$7.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
16.6KNew |
$238K - $298K
|
16.6K
$219K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.5KNew |
$236K - $296K
|
16.5K
$218K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 71.68% |
$233K - $292K
|
38.9K
$514K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
16.1K+ 42.84% |
$231K - $289K
|
53.7K
$710K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
15.7KNew |
$226K - $282K
|
15.7K
$208K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.4K+ 19.52% |
$221K - $276K
|
94.1K
$1.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
14.8KNew |
$212K - $266K
|
14.8K
$195K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
14.7KNew |
$210K - $263K
|
14.7K
$194K
|
|
|
Jan 20, 2023
Q4 2022
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
14.7KNew |
$210K - $263K
|
14.7K
$194K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
14.6K+ 9.0% |
$210K - $263K
|
177K
$2.34M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
13.7K+ 1.99% |
$196K - $246K
|
700K
$9.25M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.5K+ 22.59% |
$193K - $242K
|
73.1K
$966K
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
13.5KNew |
$193K - $242K
|
13.5K
$178K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
13.4K+ 29.4% |
$192K - $240K
|
59K
$779K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
13.3K+ 84.91% |
$190K - $238K
|
28.9K
$382K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
13.2K+ 1.69% |
$190K - $237K
|
795K
$10.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
13.1KNew |
$188K - $235K
|
13.1K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
13.1K+ 1.86% |
$187K - $234K
|
716K
$9.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
12.9K+ 118.05% |
$185K - $231K
|
23.8K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
12.8KNew |
$184K - $230K
|
12.8K
$169K
|
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
12.7K+ 22.12% |
$183K - $229K
|
70.3K
$929K
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
12.7KNew |
$183K - $228K
|
12.7K
$168K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.5KNew |
$179K - $224K
|
12.5K
$165K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
12.4K+ 3.0% |
$178K - $223K
|
427K
$5.64M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
11.9K+ 5.06% |
$171K - $214K
|
248K
$3.27M
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.9KNew |
$170K - $213K
|
11.9K
$157K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
11.8KNew |
$170K - $213K
|
11.8K
$156K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
11.6KNew |
$166K - $208K
|
11.6K
$153K
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
11.5K+ 64.66% |
$165K - $206K
|
29.2K
$386K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
11.4KNew |
$163K - $205K
|
11.4K
$151K
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.3KNew |
$162K - $202K
|
11.3K
$149K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
10.8KNew |
$154K - $193K
|
10.8K
$142K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.7KNew |
$154K - $193K
|
10.7K
$142K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
10.6KNew |
$152K - $190K
|
10.6K
$140K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
10.5K+ 15.11% |
$151K - $189K
|
80.2K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.3K+ 23.44% |
$147K - $184K
|
54K
$714K
|