Purchases and Sales Made in Q1 2023 in Invesco Act Mge Et Cmdt Fd Tr (PDBC)

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This table provides information about the institutional ownership of Invesco Act Mge Et Cmdt Fd Tr (PDBC) during Q1 2023. 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 09, 2023 Q1 2023
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-10.3K
- 9.44%
$140K - $156K
98.8K $1.35M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-10.4K
- 24.25%
$141K - $157K
32.4K $443K
May 11, 2023 Q1 2023
Citigroup Inc

SELL
 -
-10.4K
- 6.31%
$142K - $159K
155K $2.12M
Apr 12, 2023 Q1 2023
Vontobel Holding Ltd.

SELL
 -
-10.5K
- 28.12%
$143K - $160K
26.9K $368K
Apr 25, 2023 Q1 2023
Baystate Wealth Management LLC

SELL
 -
-11.2K
- 96.78%
$151K - $169K
371 $5.07K
Jun 01, 2023 Q1 2023
Golden State Equity Partners

South Coast Metro, CA
SELL
 -
-11.2K
Closed
$152K - $170K
0 $0
May 04, 2023 Q1 2023
Trinity Point Wealth, LLC

SELL
 -
-11.2K
- 8.26%
$153K - $171K
125K $1.71M
May 22, 2023 Q1 2023
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-11.4K
- 21.92%
$155K - $173K
40.5K $554K
May 15, 2023 Q1 2023
Fortis Capital Advisors, LLC

Reno, NV
SELL
 -
-12K
- 66.31%
$163K - $182K
6.09K $83.1K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

SELL
 -
-12K
- 43.13%
$164K - $183K
15.9K $217K
Apr 19, 2023 Q1 2023
Johnson Bixby & Associates, LLC

SELL
 -
-12.5K
- 40.97%
$170K - $190K
18K $246K
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-12.5K
- 9.22%
$170K - $190K
123K $1.68M
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-12.7K
- 4.19%
$173K - $193K
291K $3.97M
May 12, 2023 Q1 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-13.4K
- 37.18%
$181K - $203K
22.6K $308K
May 05, 2023 Q1 2023
Valtinson Bruner Financial Planning LLC

SELL
 -
-13.4K
- 13.7%
$182K - $203K
84.5K $1.15M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-13.5K
- 15.96%
$184K - $205K
71.2K $973K
May 11, 2023 Q1 2023
Executive Wealth Management, LLC

SELL
 -
-13.8K
- 4.42%
$187K - $209K
299K $4.08M
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

SELL
 -
-13.9K
- 10.82%
$189K - $211K
115K $1.56M
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
SELL
 -
-15.4K
- 34.72%
$209K - $233K
28.9K $395K
May 15, 2023 Q1 2023
Aire Advisors, LLC

Beverly Hills, CA
SELL
 -
-16.7K
- 38.1%
$227K - $253K
27.1K $370K
Apr 28, 2023 Q1 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-17.5K
- 41.39%
$238K - $266K
24.9K $339K
Apr 20, 2023 Q1 2023
Miracle Mile Advisors, LLC

SELL
 -
-18.5K
- 10.65%
$251K - $281K
155K $2.12M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

SELL
 -
-19.2K
- 44.61%
$261K - $291K
23.8K $326K
May 03, 2023 Q1 2023
Northwest Capital Management Inc

SELL
 -
-19.6K
- 24.92%
$266K - $297K
58.9K $805K
Apr 27, 2023 Q1 2023
Sawtooth Solutions, LLC

SELL
 -
-22.1K
- 52.48%
$300K - $335K
20K $273K
Apr 17, 2023 Q1 2023
Kcs Wealth Advisory

SELL
 -
-23.2K
- 57.93%
$315K - $351K
16.8K $230K
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-23.6K
- 25.08%
$321K - $358K
70.5K $963K
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

SELL
 -
-25.3K
- 1.17%
$344K - $384K
2.14M $29.2M
Apr 25, 2023 Q1 2023
Greystone Financial Group, LLC

SELL
 -
-25.5K
- 54.05%
$346K - $386K
21.7K $296K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

SELL
 -
-26.2K
- 36.1%
$355K - $397K
46.3K $632K
Apr 14, 2023 Q1 2023
Bridge Advisory, LLC

SELL
 -
-26.3K
- 39.76%
$357K - $398K
39.8K $544K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-26.5K
- 11.29%
$360K - $403K
209K $2.85M
May 04, 2023 Q1 2023
Vantage Financial Partners Ltd., Inc.

SELL
 -
-29.2K
- 69.59%
$396K - $443K
12.8K $174K
Apr 20, 2023 Q1 2023
Ethos Financial Group, LLC

King Of Prussia, PA
SELL
 -
-29.4K
- 6.78%
$399K - $446K
404K $5.52M
May 10, 2023 Q1 2023
Ascent Group, LLC

SELL
 -
-30.5K
- 40.82%
$414K - $463K
44.2K $604K
May 12, 2023 Q1 2023
Farmers & Merchants Investments Inc

SELL
 -
-31.1K
- 18.23%
$422K - $472K
139K $1.91M
May 17, 2024 Q1 2023
Cim, LLC

SELL
 -
-32.9K
- 10.29%
$446K - $498K
287K $3.92M
Aug 16, 2024 Q1 2023
Td Private Client Wealth LLC

New York, NY
SELL
 -
-32.9K
Closed
$447K - $499K
0 $0
May 05, 2023 Q1 2023
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-39.1K
- 71.49%
$532K - $594K
15.6K $213K
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
SELL
 -
-39.9K
- 71.11%
$542K - $605K
16.2K $221K
May 03, 2023 Q1 2023
Aspire Private Capital, LLC

SELL
 -
-43.5K
- 19.29%
$591K - $660K
182K $2.49M
May 30, 2023 Q1 2023
Aspire Private Capital, LLC

SELL
 -
-43.5K
- 19.29%
$591K - $660K
182K $2.49M
May 03, 2023 Q1 2023
Stonebridge Financial Planning Group, LLC

SELL
 -
-44.7K
- 18.02%
$606K - $677K
203K $2.78M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

SELL
 -
-45.4K
- 89.61%
$617K - $689K
5.27K $71.9K
May 15, 2023 Q1 2023
Vident Investment Advisory, LLC

Alpharetta, GA
SELL
 -
-47.5K
- 41.41%
$645K - $720K
67.2K $917K
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

SELL
 -
-49.5K
- 6.23%
$672K - $751K
746K $10.2M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-51.7K
- 36.92%
$702K - $784K
88.2K $1.21M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

SELL
 -
-51.9K
- 34.42%
$705K - $787K
98.9K $1.35M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

SELL
 -
-53.3K
- 54.2%
$723K - $808K
45K $615K

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