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 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.68K+ 10.22% |
$24.1K - $30.1K
|
18.1K
$247K
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.63K+ 9.67% |
$23.4K - $29.3K
|
18.5K
$253K
|
|
|
Jan 27, 2023
Q4 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
1.54K+ 13.01% |
$22K - $27.6K
|
13.3K
$182K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.49K+ 0.23% |
$21.3K - $26.7K
|
656K
$8.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.49KNew |
$21.3K - $26.7K
|
1.49K
$20.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.49KNew |
$21.3K - $26.7K
|
1.49K
$20.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.47K+ 1186.29% |
$21.1K - $26.4K
|
1.6K
$21.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.42KNew |
$20.3K - $25.5K
|
1.42K
$19.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.3KNew |
$18.6K - $23.3K
|
1.3K
$17.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.28K+ 796.27% |
$18.4K - $23K
|
1.44K
$19.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.22K+ 42.91% |
$17.5K - $21.8K
|
4.05K
$55.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.15K+ 70.24% |
$16.6K - $20.7K
|
2.8K
$38.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.12K+ 2.62% |
$16K - $20.1K
|
43.8K
$598K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
898New |
$12.9K - $16.1K
|
898
$12.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
837New |
$12K - $15K
|
837
$11.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
829+ 0.99% |
$11.9K - $14.9K
|
84.5K
$1.15M
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
684+ 6.62% |
$9.82K - $12.3K
|
11K
$150K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
617+ 0.65% |
$8.85K - $11.1K
|
95.3K
$1.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
600New |
$8.61K - $10.8K
|
600
$8.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
574+ 1.57% |
$8.24K - $10.3K
|
37.2K
$508K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
524+ 0.3% |
$7.52K - $9.41K
|
174K
$2.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
482+ 1.39% |
$6.92K - $8.65K
|
35.1K
$479K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
479+ 3.99% |
$6.87K - $8.6K
|
12.5K
$170K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
386New |
$5.54K - $6.93K
|
386
$5.27K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
343+ 100.0% |
$4.92K - $6.16K
|
686
$9.37K
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
308+ 0.14% |
$4.42K - $5.53K
|
223K
$3.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
293+ 2.09% |
$4.2K - $5.26K
|
14.3K
$196K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
284New |
$4.08K - $5.1K
|
284
$3.88K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
263+ 6.37% |
$3.77K - $4.72K
|
4.39K
$60K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
258New |
$3.7K - $4.63K
|
258
$3.52K
|
|
|
Feb 28, 2023
Q4 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
258+ 1.26% |
$3.7K - $4.63K
|
20.7K
$283K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
258New |
$3.7K - $4.63K
|
258
$3.52K
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
195New |
$2.8K - $3.5K
|
195
$2.66K
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
178+ 0.43% |
$2.55K - $3.2K
|
41.2K
$563K
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
171+ 3.72% |
$2.45K - $3.07K
|
4.77K
$65.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
151+ 13.22% |
$2.17K - $2.71K
|
1.29K
$17.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
146+ 37.92% |
$2.1K - $2.62K
|
531
$7.25K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
143+ 13.23% |
$2.05K - $2.57K
|
1.22K
$16.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
136+ 4.32% |
$1.95K - $2.44K
|
3.29K
$44.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
130New |
$1.87K - $2.33K
|
130
$1.78K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
125New |
$1.79K - $2.24K
|
125
$1.71K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
125New |
$1.79K - $2.24K
|
125
$1.71K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
113New |
$1.62K - $2.03K
|
113
$1.54K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
110New |
$1.58K - $1.97K
|
110
$1.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
107New |
$1.54K - $1.92K
|
107
$1.46K
|
|
|
Jan 23, 2023
Q4 2022
|
Greystone Financial Group, LLC
|
BUY
|
- |
107+ 0.23% |
$1.54K - $1.92K
|
47.1K
$644K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
103New |
$1.48K - $1.85K
|
103
$1.41K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
100New |
$1.44K - $1.8K
|
100
$1.37K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
99+ 0.38% |
$1.42K - $1.78K
|
26K
$355K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
95+ 452.38% |
$1.36K - $1.71K
|
116
$1.58K
|