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 |
---|---|---|---|---|---|---|---|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
343New |
$4.84K - $6.54K
|
343
$4.6K
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
273+ 0.33% |
$3.85K - $5.2K
|
82.4K
$1.1M
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
268+ 45.27% |
$3.78K - $5.11K
|
860
$11.5K
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
250+ 0.82% |
$3.53K - $4.77K
|
30.7K
$411K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
250New |
$3.53K - $4.77K
|
250
$3.35K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
245+ 597.56% |
$3.46K - $4.67K
|
286
$3.83K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
225New |
$3.18K - $4.29K
|
225
$3.02K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
176+ 15.3% |
$2.49K - $3.35K
|
1.33K
$17.8K
|
|
May 11, 2022
Q1 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
146New |
$2.06K - $2.78K
|
146
$1.96K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
110New |
$1.55K - $2.1K
|
110
$1.47K
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
100New |
$1.41K - $1.91K
|
100
$1.34K
|
|
Apr 29, 2022
Q1 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
98+ 0.06% |
$1.38K - $1.87K
|
157K
$2.1M
|
|
May 16, 2022
Q1 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
72+ 900.0% |
$1.02K - $1.37K
|
80
$1.07K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
71New |
$1K - $1.35K
|
71
$951
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25+ 20.33% |
$353 - $476
|
148
$1.98K
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
22+ 23.91% |
$311 - $419
|
114
$1.53K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
21+ 1.59% |
$297 - $400
|
1.34K
$18K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2+ 0.23% |
$28.2 - $38.1
|
870
$11.7K
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-7Closed |
$98.8 - $133
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-16- 0.06% |
$226 - $305
|
29K
$389K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-70Closed |
$988 - $1.33K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-114- 0.23% |
$1.61K - $2.17K
|
49.5K
$663K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-143Closed |
$2.02K - $2.73K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-157- 3.22% |
$2.22K - $2.99K
|
4.72K
$63.2K
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-188Closed |
$2.65K - $3.58K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-188- 17.42% |
$2.65K - $3.58K
|
891
$11.9K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-190Closed |
$2.68K - $3.62K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-219Closed |
$3.09K - $4.17K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
SELL
|
- |
-281Closed |
$3.97K - $5.36K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-383Closed |
$5.41K - $7.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-399Closed |
$5.63K - $7.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-434Closed |
$6.13K - $8.27K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-444- 1.51% |
$6.27K - $8.46K
|
29K
$388K
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-543Closed |
$7.67K - $10.3K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-549- 0.58% |
$7.75K - $10.5K
|
94.5K
$1.27M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-562- 3.97% |
$7.94K - $10.7K
|
13.6K
$182K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-654Closed |
$9.23K - $12.5K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-654Closed |
$9.23K - $12.5K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-724- 1.13% |
$10.2K - $13.8K
|
63.6K
$852K
|
|
May 11, 2022
Q1 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-782- 1.63% |
$11K - $14.9K
|
47.3K
$633K
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-929- 3.51% |
$13.1K - $17.7K
|
25.5K
$342K
|
|
May 10, 2022
Q1 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-1.01K- 2.14% |
$14.3K - $19.3K
|
46.1K
$618K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.06K- 7.05% |
$14.9K - $20.1K
|
13.9K
$187K
|
|
May 10, 2022
Q1 2022
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-1.06K- 1.22% |
$14.9K - $20.2K
|
86K
$1.15M
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.16KClosed |
$16.4K - $22.2K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.24K- 4.14% |
$17.6K - $23.7K
|
28.8K
$386K
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.32K- 2.38% |
$18.7K - $25.2K
|
54.1K
$725K
|
|
Apr 27, 2022
Q1 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-1.48K- 7.1% |
$21K - $28.3K
|
19.4K
$260K
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.49K- 0.27% |
$21K - $28.4K
|
554K
$7.42M
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.51KClosed |
$21.3K - $28.7K
|
0
$0
|