Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
482+ 4.13% |
$9K - $10.2K
|
12.1K
$162K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
476New |
$8.89K - $10K
|
476
$6.35K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
466+ 2.42% |
$8.7K - $9.83K
|
19.7K
$262K
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
420+ 3.22% |
$7.85K - $8.86K
|
13.5K
$180K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
313+ 1.2% |
$5.85K - $6.6K
|
26.5K
$353K
|
|
|
Nov 15, 2021
Q3 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
313+ 0.67% |
$5.85K - $6.6K
|
46.7K
$623K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
227New |
$4.24K - $4.79K
|
227
$3.03K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
219New |
$4.09K - $4.62K
|
219
$2.92K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
184New |
$3.44K - $3.88K
|
184
$2.45K
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
182+ 21.44% |
$3.4K - $3.84K
|
1.03K
$13.7K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
177+ 7.53% |
$3.31K - $3.73K
|
2.53K
$33.7K
|
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
BUY
|
- |
138+ 2.88% |
$2.58K - $2.91K
|
4.93K
$65.7K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
133New |
$2.48K - $2.81K
|
133
$1.77K
|
|
|
Nov 15, 2021
Q3 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
112+ 0.28% |
$2.09K - $2.36K
|
40.8K
$544K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
105+ 0.16% |
$1.96K - $2.22K
|
66.6K
$887K
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
94New |
$1.76K - $1.98K
|
94
$1.25K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
77New |
$1.44K - $1.62K
|
77
$1.03K
|
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
65+ 0.11% |
$1.21K - $1.37K
|
60.1K
$801K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
63New |
$1.18K - $1.33K
|
63
$840
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
58+ 43.94% |
$1.08K - $1.22K
|
190
$2.53K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
31+ 1.81% |
$579 - $654
|
1.74K
$23.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
23+ 0.11% |
$430 - $485
|
21.2K
$282K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5- 0.43% |
$93.4 - $106
|
1.15K
$15.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-7Closed |
$131 - $148
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-19- 0.01% |
$355 - $401
|
127K
$1.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-20- 0.08% |
$374 - $422
|
25.8K
$345K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-29- 1.44% |
$542 - $612
|
1.98K
$26.4K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-41Closed |
$766 - $865
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-44Closed |
$822 - $928
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-47Closed |
$878 - $992
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-50- 8.13% |
$934 - $1.06K
|
565
$7.53K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-84Closed |
$1.57K - $1.77K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-92- 0.2% |
$1.72K - $1.94K
|
46.8K
$624K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-141- 15.18% |
$2.63K - $2.98K
|
788
$10.5K
|
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
SELL
|
- |
-177- 3.18% |
$3.31K - $3.73K
|
5.39K
$71.9K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-189- 1.1% |
$3.53K - $3.99K
|
17K
$227K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-225Closed |
$4.2K - $4.75K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-298- 57.2% |
$5.57K - $6.29K
|
223
$2.97K
|
|
|
Oct 22, 2021
Q3 2021
|
Beck Bode, LLC
|
SELL
|
- |
-355Closed |
$6.63K - $7.49K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-363- 2.12% |
$6.78K - $7.66K
|
16.8K
$224K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-366- 0.71% |
$6.84K - $7.72K
|
51.3K
$684K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-403- 0.3% |
$7.53K - $8.5K
|
135K
$1.8M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-427- 2.03% |
$7.98K - $9.01K
|
20.6K
$275K
|
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-443- 2.91% |
$8.28K - $9.35K
|
14.8K
$197K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-504Closed |
$9.41K - $10.6K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-658- 56.77% |
$12.3K - $13.9K
|
501
$6.68K
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.26K- 5.52% |
$23.6K - $26.6K
|
21.6K
$288K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-1.35KClosed |
$25.2K - $28.5K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.4K- 14.58% |
$26.2K - $29.5K
|
8.2K
$109K
|
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-1.41K- 1.71% |
$26.2K - $29.6K
|
81K
$1.08M
|