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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
10.2K+ 2.45% |
$146K - $183K
|
426K
$5.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
10KNew |
$144K - $180K
|
10K
$137K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
9.58K+ 5.76% |
$137K - $172K
|
176K
$2.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.55K+ 80.33% |
$137K - $171K
|
21.4K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.5K+ 447.48% |
$136K - $171K
|
11.6K
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.44K+ 24.57% |
$121K - $152K
|
42.8K
$585K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
7.88K+ 4.23% |
$113K - $141K
|
194K
$2.65M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
7.22K+ 8.33% |
$104K - $130K
|
93.9K
$1.28M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
6.29K+ 10.53% |
$90.3K - $113K
|
66.1K
$902K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
6.03KNew |
$86.5K - $108K
|
6.03K
$82.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.91K+ 7.33% |
$84.8K - $106K
|
86.5K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5.7KNew |
$81.8K - $102K
|
5.7K
$77.9K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.68KNew |
$81.6K - $102K
|
5.68K
$77.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
5.65K+ 4.05% |
$81.1K - $101K
|
145K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
4.83K+ 24.54% |
$69.2K - $86.6K
|
24.5K
$334K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
4.43K+ 45.96% |
$63.6K - $79.6K
|
14.1K
$192K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.26K+ 12.85% |
$61.2K - $76.5K
|
37.4K
$511K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.24K+ 2.41% |
$60.8K - $76.1K
|
180K
$2.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.21K+ 21.03% |
$60.4K - $75.6K
|
24.2K
$331K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
4.19K+ 1.18% |
$60.1K - $75.2K
|
358K
$4.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
4.15K+ 4.0% |
$59.6K - $74.5K
|
108K
$1.47M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
4.1K+ 13.06% |
$58.8K - $73.5K
|
35.5K
$484K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.09K+ 4.35% |
$58.7K - $73.5K
|
98.3K
$1.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
4.07K+ 26.96% |
$58.5K - $73.1K
|
19.2K
$262K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.87K+ 7.57% |
$55.5K - $69.4K
|
55K
$751K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.82K+ 8.05% |
$54.8K - $68.5K
|
51.3K
$700K
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.45K+ 3.4% |
$49.5K - $61.9K
|
105K
$1.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.28K+ 9.16% |
$47K - $58.8K
|
39K
$533K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.17K+ 28.47% |
$45.4K - $56.8K
|
14.3K
$195K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.03K+ 2.0% |
$43.4K - $54.3K
|
154K
$2.11M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.95K+ 25.23% |
$42.3K - $52.9K
|
14.6K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.94K+ 17.19% |
$42.2K - $52.8K
|
20K
$274K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.91K+ 6.28% |
$41.7K - $52.2K
|
49.2K
$672K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.87KNew |
$41.2K - $51.5K
|
2.87K
$39.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.75K+ 0.49% |
$39.4K - $49.3K
|
569K
$7.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.7KNew |
$38.8K - $48.5K
|
2.7K
$36.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.64K+ 2.86% |
$37.9K - $47.4K
|
94.8K
$1.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.54K+ 8.42% |
$36.5K - $45.6K
|
32.7K
$447K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
2.54K+ 144.2% |
$36.4K - $45.5K
|
4.29K
$58.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
BUY
|
- |
2.52K+ 25.09% |
$36.2K - $45.3K
|
12.6K
$172K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.42KNew |
$34.7K - $43.4K
|
2.42K
$33K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
2.39K+ 0.96% |
$34.3K - $42.9K
|
252K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.19K+ 9.01% |
$31.4K - $39.3K
|
26.4K
$361K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.02K+ 4.16% |
$29K - $36.3K
|
50.7K
$692K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.97K+ 7.1% |
$28.2K - $35.3K
|
29.7K
$406K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.92K+ 2.72% |
$27.5K - $34.4K
|
72.4K
$990K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.91K+ 1.5% |
$27.5K - $34.3K
|
130K
$1.77M
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.79KNew |
$25.7K - $32.2K
|
1.79K
$24.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.74K+ 6.16% |
$24.9K - $31.1K
|
29.9K
$409K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.73KNew |
$24.8K - $31K
|
1.73K
$23.6K
|