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 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.57K- 15.74% |
$51.2K - $64K
|
19.1K
$261K
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-3.67K- 13.55% |
$52.6K - $65.8K
|
23.4K
$320K
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-3.78K- 22.29% |
$54.3K - $67.9K
|
13.2K
$180K
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.84K- 1.16% |
$55.1K - $68.9K
|
326K
$4.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.93K- 2.81% |
$56.3K - $70.5K
|
136K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.28K- 11.9% |
$61.4K - $76.8K
|
31.7K
$433K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.41K- 7.67% |
$63.3K - $79.2K
|
53.1K
$725K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.58K- 9.42% |
$65.8K - $82.3K
|
44.1K
$602K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.07K- 21.57% |
$72.8K - $91K
|
18.4K
$252K
|
|
|
Feb 07, 2023
Q4 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-5.15K- 13.02% |
$73.9K - $92.4K
|
34.4K
$470K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-5.31K- 3.45% |
$76.2K - $95.3K
|
149K
$2.03M
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-5.37K- 11.84% |
$77.1K - $96.4K
|
40K
$546K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-5.49K- 81.06% |
$78.7K - $98.5K
|
1.28K
$17.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.5K- 23.89% |
$78.9K - $98.7K
|
17.5K
$239K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.66K- 27.81% |
$81.3K - $102K
|
14.7K
$201K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5.78K- 7.1% |
$82.9K - $104K
|
75.6K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5.95K- 21.46% |
$85.4K - $107K
|
21.8K
$298K
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-6.13K- 2.27% |
$88K - $110K
|
264K
$3.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-6.14K- 3.12% |
$88.1K - $110K
|
191K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.33K- 19.3% |
$90.8K - $114K
|
26.5K
$362K
|
|
|
Jan 18, 2023
Q4 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-6.8K- 9.86% |
$97.6K - $122K
|
62.2K
$849K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.5K- 33.33% |
$108K - $135K
|
15K
$205K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.76K- 32.3% |
$111K - $139K
|
16.3K
$222K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.85K- 6.07% |
$113K - $141K
|
122K
$1.66M
|
|
|
Jan 18, 2023
Q4 2022
|
Congress Asset Management CO
|
SELL
|
- |
-8.49K- 6.6% |
$122K - $152K
|
120K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-8.77K- 32.6% |
$126K - $157K
|
18.1K
$248K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.27K- 48.47% |
$133K - $166K
|
9.85K
$135K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-9.38K- 32.28% |
$135K - $168K
|
19.7K
$269K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.8K- 13.09% |
$155K - $194K
|
71.8K
$981K
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-11.5K- 32.56% |
$165K - $206K
|
23.8K
$324K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.7K- 6.61% |
$167K - $209K
|
165K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-11.7K- 58.84% |
$167K - $209K
|
8.16K
$111K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-12.2K- 14.05% |
$175K - $219K
|
74.7K
$1.02M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-12.2K- 23.26% |
$175K - $219K
|
40.3K
$551K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-12.6K- 4.78% |
$181K - $226K
|
251K
$3.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
SELL
|
- |
-13.7K- 42.97% |
$196K - $245K
|
18.1K
$248K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-13.7K- 25.78% |
$196K - $245K
|
39.3K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-13.9K- 29.81% |
$200K - $250K
|
32.8K
$448K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-14.3K- 31.89% |
$205K - $256K
|
30.5K
$417K
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-15.5K- 1.14% |
$223K - $279K
|
1.35M
$18.5M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16.2K- 23.19% |
$233K - $291K
|
53.8K
$734K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-16.6K- 28.29% |
$238K - $298K
|
42.1K
$575K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-17.1K- 14.78% |
$246K - $307K
|
98.7K
$1.35M
|
|
|
Jan 11, 2023
Q4 2022
|
D. Scott Neal, Inc.
|
SELL
|
- |
-17.2K- 2.21% |
$246K - $308K
|
760K
$10.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-18K- 49.68% |
$259K - $324K
|
18.3K
$250K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-19.2K- 31.13% |
$275K - $344K
|
42.4K
$579K
|
|
|
Jan 17, 2023
Q4 2022
|
Innova Wealth Partners
|
SELL
|
- |
-19.5K- 31.24% |
$280K - $350K
|
42.9K
$586K
|
|
|
Jan 13, 2023
Q4 2022
|
Searcy Financial Services Inc
|
SELL
|
- |
-20.2K- 2.74% |
$289K - $362K
|
716K
$9.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-21K- 5.55% |
$301K - $377K
|
357K
$4.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-21.7K- 29.43% |
$311K - $389K
|
51.9K
$709K
|