Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
9.41K+ 47.04% |
$127K - $214K
|
29.4K
$376K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
8.65K+ 12.41% |
$116K - $196K
|
78.3K
$1M
|
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
8.44K+ 51.39% |
$114K - $192K
|
24.9K
$318K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
8.32KNew |
$112K - $189K
|
8.32K
$107K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.24K+ 5.98% |
$111K - $187K
|
146K
$1.87M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.12K+ 6.06% |
$109K - $184K
|
142K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.12K+ 6.06% |
$109K - $184K
|
142K
$1.82M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.3K+ 5.41% |
$98.1K - $166K
|
142K
$1.82M
|
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
6.73K+ 16.49% |
$90.5K - $153K
|
47.5K
$608K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
6.25K+ 59.55% |
$84.1K - $142K
|
16.8K
$214K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
5.12K+ 51.32% |
$68.9K - $116K
|
15.1K
$193K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.92K+ 19.18% |
$66.2K - $112K
|
30.6K
$391K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.59K+ 51.73% |
$61.7K - $104K
|
13.5K
$172K
|
|
|
Feb 14, 2022
Q4 2021
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
4.41K+ 36.39% |
$59.3K - $100K
|
16.5K
$211K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
4.3K+ 68.42% |
$57.9K - $97.7K
|
10.6K
$136K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
4.27KNew |
$57.5K - $97K
|
4.27K
$54.7K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
4.13KNew |
$55.5K - $93.8K
|
4.13K
$52.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.85K+ 20.32% |
$51.8K - $87.5K
|
22.8K
$292K
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
3.81K+ 34.48% |
$51.3K - $86.6K
|
14.9K
$190K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.54K+ 19.66% |
$47.7K - $80.5K
|
21.6K
$276K
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
3.54K+ 32.98% |
$47.6K - $80.4K
|
14.3K
$183K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
3.5K+ 23.33% |
$47.1K - $79.5K
|
18.5K
$237K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.25K+ 16.52% |
$43.7K - $73.8K
|
22.9K
$294K
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
3.25K+ 22.02% |
$43.7K - $73.8K
|
18K
$231K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
3.09K+ 7.89% |
$41.6K - $70.2K
|
42.3K
$541K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.04K+ 6.08% |
$40.9K - $69.1K
|
53K
$679K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.95K+ 35.98% |
$39.7K - $67K
|
11.2K
$143K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.81K+ 467.89% |
$37.8K - $63.9K
|
3.41K
$43.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.65K+ 104.24% |
$35.7K - $60.3K
|
5.2K
$66.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.64K+ 0.6% |
$35.5K - $59.9K
|
438K
$5.61M
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
2.63K+ 14.38% |
$35.4K - $59.7K
|
20.9K
$268K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.21K+ 3.15% |
$29.8K - $50.2K
|
72.3K
$926K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.2K+ 18.3% |
$29.6K - $49.9K
|
14.2K
$182K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.13K+ 17.02% |
$28.7K - $48.4K
|
14.6K
$187K
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.12K+ 205.43% |
$28.5K - $48.1K
|
3.15K
$40.3K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.03K+ 13.87% |
$27.3K - $46.1K
|
16.7K
$213K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.95KNew |
$26.2K - $44.2K
|
1.95K
$24.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1.8K+ 0.48% |
$24.2K - $40.8K
|
378K
$4.83M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
1.75K+ 51.55% |
$23.5K - $39.7K
|
5.14K
$65.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.72K+ 9.51% |
$23.1K - $39K
|
19.8K
$253K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.63K+ 0.27% |
$21.9K - $37K
|
610K
$7.81M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
1.61K+ 5.85% |
$21.6K - $36.4K
|
29.1K
$372K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.57KNew |
$21K - $35.5K
|
1.57K
$20K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
1.56K+ 5.0% |
$21K - $35.4K
|
32.8K
$419K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.51KNew |
$20.3K - $34.2K
|
1.51K
$19.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
1.36K+ 133.73% |
$18.3K - $31K
|
2.38K
$30.5K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
1.3KNew |
$17.5K - $29.5K
|
1.3K
$16.6K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
1.26K+ 2000.0% |
$16.9K - $28.6K
|
1.32K
$16.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.19KNew |
$16.1K - $27.1K
|
1.19K
$15.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
1.14KNew |
$15.4K - $25.9K
|
1.14K
$14.6K
|