Latest Institutional Transactions on Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This table provides information on the latest institutional transactions involving Invesco Act Mge Et Cmdt Fd Tr (PDBC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
10.2KNew |
$139K - $155K
|
10.2K
$139K
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.02K+ 5.73% |
$27.4K - $30.6K
|
37.3K
$508K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
165KNew |
$2.24M - $2.5M
|
165K
$2.24M
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
152K+ 26.16% |
$2.07M - $2.31M
|
735K
$10M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
50New |
$679 - $759
|
50
$682
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
637+ 6.03% |
$8.65K - $9.66K
|
11.2K
$153K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
4.04KNew |
$54.8K - $61.2K
|
4.04K
$55K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-13.4K- 13.7% |
$182K - $203K
|
84.5K
$1.15M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-39.1K- 71.49% |
$532K - $594K
|
15.6K
$213K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-12.1K- 49.31% |
$164K - $183K
|
12.4K
$169K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
187New |
$2.54K - $2.84K
|
187
$2.55K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
39New |
$530 - $592
|
39
$532
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
264New |
$3.59K - $4K
|
264
$3.6K
|
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
339New |
$4.6K - $5.14K
|
339
$4.62K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
379+ 318.49% |
$5.15K - $5.75K
|
498
$6.79K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 26.56% |
$2.72K - $3.03K
|
553
$7.54K
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.58K+ 21.96% |
$62.2K - $69.4K
|
25.4K
$347K
|
|
|
May 02, 2023
Q1 2023
|
Nkcfo LLC
|
BUY
|
- |
15KNew |
$204K - $228K
|
15K
$204K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
96New |
$1.3K - $1.46K
|
96
$1.31K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-7.56K- 38.4% |
$103K - $115K
|
12.1K
$165K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5.62KNew |
$76.3K - $85.2K
|
5.62K
$76.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
4.74KNew |
$64.3K - $71.9K
|
4.74K
$64.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-5.43K- 34.52% |
$73.7K - $82.4K
|
10.3K
$140K
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.79K+ 27.34% |
$65K - $72.6K
|
22.3K
$304K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-523- 68.64% |
$7.1K - $7.93K
|
239
$3.26K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
35New |
$475 - $531
|
35
$477
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-115- 0.97% |
$1.56K - $1.74K
|
11.7K
$160K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
380New |
$5.16K - $5.76K
|
380
$5.18K
|
|
|
Apr 21, 2023
Q1 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
12.2KNew |
$166K - $185K
|
12.2K
$166K
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-4.52K- 25.79% |
$61.4K - $68.6K
|
13K
$177K
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-12.5K- 40.97% |
$170K - $190K
|
18K
$245K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
212New |
$2.88K - $3.22K
|
212
$2.89K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
16.2KNew |
$220K - $245K
|
16.2K
$220K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
698New |
$9.48K - $10.6K
|
698
$9.51K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
335+ 10.2% |
$4.55K - $5.08K
|
3.62K
$49.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
815+ 20.38% |
$11.1K - $12.4K
|
4.82K
$65.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-23.2K- 57.93% |
$315K - $351K
|
16.8K
$229K
|
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
1.28KNew |
$17.4K - $19.4K
|
1.28K
$17.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.19K+ 41.07% |
$97.7K - $109K
|
24.7K
$337K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.97K- 6.48% |
$26.8K - $29.9K
|
28.4K
$388K
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
13.2K+ 22.62% |
$179K - $200K
|
71.4K
$973K
|
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.61K+ 8.94% |
$35.5K - $39.6K
|
31.8K
$434K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.46K- 10.32% |
$33.4K - $37.3K
|
21.4K
$292K
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.26K+ 10.25% |
$44.2K - $49.4K
|
35K
$477K
|
|
| Q4 2022 | |||||||
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-45.6K- 25.35% |
$654K - $818K
|
134K
$1.83M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
12.7KNew |
$183K - $228K
|
12.7K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.5K+ 447.48% |
$136K - $171K
|
11.6K
$158K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-45- 24.32% |
$646 - $808
|
140
$1.91K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-13.9K- 29.81% |
$200K - $250K
|
32.8K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-12.6K- 4.78% |
$181K - $226K
|
251K
$3.43M
|
|