Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.5K+ 22.74% |
$63.5K - $85.7K
|
24.3K
$325K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.95KNew |
$55.7K - $75.2K
|
3.95K
$52.9K
|
|
May 11, 2022
Q1 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
3.83K+ 15.43% |
$54.1K - $73K
|
28.6K
$384K
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
3.83K+ 5.35% |
$54K - $72.9K
|
75.4K
$1.01M
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
BUY
|
- |
3.63K+ 77.09% |
$51.2K - $69.1K
|
8.33K
$112K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.6K+ 1.0% |
$50.8K - $68.6K
|
364K
$4.88M
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
3.54K+ 2.4% |
$50K - $67.5K
|
151K
$2.02M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.54K+ 26.27% |
$49.9K - $67.4K
|
17K
$228K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.52K+ 11.53% |
$49.7K - $67.1K
|
34.1K
$457K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.3K+ 23.23% |
$46.6K - $62.9K
|
17.5K
$235K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.11K+ 15.03% |
$43.9K - $59.2K
|
23.8K
$319K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.05K+ 15.66% |
$43K - $58.1K
|
22.5K
$302K
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
2.61K+ 6.94% |
$36.8K - $49.7K
|
40.2K
$539K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.59K+ 918.09% |
$36.6K - $49.3K
|
2.87K
$38.5K
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.53K+ 11.05% |
$35.8K - $48.3K
|
25.5K
$341K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
2.47K+ 5.85% |
$34.9K - $47.1K
|
44.7K
$599K
|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
2.27K+ 7.78% |
$32K - $43.2K
|
31.4K
$421K
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.08KNew |
$29.4K - $39.6K
|
2.08K
$27.9K
|
|
May 12, 2022
Q1 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.06K+ 160.66% |
$29.1K - $39.2K
|
3.34K
$44.7K
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
2.03K+ 0.76% |
$28.7K - $38.7K
|
268K
$3.59M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2K+ 11.55% |
$28.3K - $38.2K
|
19.4K
$259K
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.89K+ 2250.0% |
$26.7K - $36K
|
1.97K
$26.5K
|
|
Apr 28, 2022
Q1 2022
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
1.89K+ 10.82% |
$26.7K - $36K
|
19.4K
$259K
|
|
May 16, 2022
Q1 2022
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
1.87K+ 3.06% |
$26.3K - $35.5K
|
62.8K
$841K
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
1.86KNew |
$26.3K - $35.5K
|
1.86K
$25K
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.83K+ 76.85% |
$25.9K - $34.9K
|
4.22K
$56.5K
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 21.66% |
$25.5K - $34.4K
|
10.1K
$136K
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.8K+ 7.94% |
$25.4K - $34.2K
|
24.4K
$327K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.72KNew |
$24.2K - $32.7K
|
1.72K
$23K
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.62K+ 10.75% |
$22.9K - $31K
|
16.7K
$224K
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.44K+ 34.95% |
$20.4K - $27.5K
|
5.57K
$74.7K
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.21K+ 2.42% |
$17.1K - $23.1K
|
51.4K
$689K
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.04K+ 1.09% |
$14.7K - $19.9K
|
96.4K
$1.29M
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
1KNew |
$14.1K - $19.1K
|
1K
$13.4K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
979+ 125.67% |
$13.8K - $18.7K
|
1.76K
$23.6K
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
930+ 1.65% |
$13.1K - $17.7K
|
57.2K
$766K
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
900+ 8.83% |
$12.7K - $17.2K
|
11.1K
$149K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
824+ 8.22% |
$11.6K - $15.7K
|
10.9K
$145K
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
800+ 61.54% |
$11.3K - $15.2K
|
2.1K
$28.1K
|
|
Jun 13, 2022
Q1 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
788+ 3.47% |
$11.1K - $15K
|
23.5K
$315K
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
712New |
$10.1K - $13.6K
|
712
$9.54K
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
700+ 27.53% |
$9.88K - $13.3K
|
3.24K
$43.5K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
692+ 176.98% |
$9.77K - $13.2K
|
1.08K
$14.5K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
638+ 63800.0% |
$9.01K - $12.2K
|
639
$8.56K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
618+ 3.68% |
$8.73K - $11.8K
|
17.4K
$233K
|
|
May 13, 2022
Q1 2022
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
500New |
$7.06K - $9.53K
|
500
$6.7K
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
427New |
$6.03K - $8.14K
|
427
$5.72K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
421+ 74.51% |
$5.94K - $8.02K
|
986
$13.2K
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
403+ 2.24% |
$5.69K - $7.68K
|
18.4K
$247K
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
400New |
$5.65K - $7.62K
|
400
$5.36K
|