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 Asset Management, LLC
|
BUY
|
- |
998+ 23.89% |
$13.4K - $22.7K
|
5.18K
$66.3K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
893+ 240.7% |
$12K - $20.3K
|
1.26K
$16.2K
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
779New |
$10.5K - $17.7K
|
779
$9.97K
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
753+ 6.2% |
$10.1K - $17.1K
|
12.9K
$165K
|
|
Jan 18, 2022
Q4 2021
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
671+ 4.0% |
$9.02K - $15.2K
|
17.5K
$224K
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
661+ 1.33% |
$8.89K - $15K
|
50.2K
$643K
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
654New |
$8.8K - $14.9K
|
654
$8.37K
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
654New |
$8.8K - $14.9K
|
654
$8.37K
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
592New |
$7.96K - $13.4K
|
592
$7.58K
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
BUY
|
- |
543New |
$7.3K - $12.3K
|
543
$6.95K
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
527+ 4.85% |
$7.09K - $12K
|
11.4K
$146K
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
445+ 12.08% |
$5.99K - $10.1K
|
4.13K
$52.9K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
437+ 192.51% |
$5.88K - $9.92K
|
664
$8.5K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
434New |
$5.84K - $9.86K
|
434
$5.56K
|
|
Feb 11, 2022
Q4 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
410+ 0.88% |
$5.51K - $9.31K
|
47.2K
$604K
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
391New |
$5.26K - $8.88K
|
391
$5K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
383New |
$5.15K - $8.7K
|
383
$4.9K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
318+ 1.16% |
$4.28K - $7.22K
|
27.8K
$356K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
282New |
$3.79K - $6.4K
|
282
$3.61K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
248+ 751.52% |
$3.34K - $5.63K
|
281
$3.6K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
219New |
$2.95K - $4.97K
|
219
$2.8K
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
199New |
$2.68K - $4.52K
|
199
$2.55K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
196+ 0.84% |
$2.64K - $4.45K
|
23.7K
$303K
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
188New |
$2.53K - $4.27K
|
188
$2.41K
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
157+ 3.33% |
$2.11K - $3.57K
|
4.87K
$62.4K
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
143New |
$1.92K - $3.25K
|
143
$1.83K
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
127+ 0.75% |
$1.71K - $2.88K
|
17.1K
$219K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
123New |
$1.65K - $2.79K
|
123
$1.57K
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
82+ 0.62% |
$1.1K - $1.86K
|
13.2K
$169K
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
81New |
$1.09K - $1.84K
|
81
$1.04K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
70New |
$942 - $1.59K
|
70
$896
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
7New |
$94.1 - $159
|
7
$89.6
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-12- 0.14% |
$161 - $273
|
8.49K
$109K
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-17- 22.97% |
$229 - $386
|
57
$730
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-41- 1.52% |
$551 - $931
|
2.65K
$34K
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-51- 4.64% |
$686 - $1.16K
|
1.05K
$13.4K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-56Closed |
$753 - $1.27K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-60- 2.33% |
$807 - $1.36K
|
2.52K
$32.2K
|
|
Feb 14, 2022
Q4 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-65- 4.83% |
$874 - $1.48K
|
1.28K
$16.4K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-77Closed |
$1.04K - $1.75K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-94Closed |
$1.26K - $2.13K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-100Closed |
$1.35K - $2.27K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-107Closed |
$1.44K - $2.43K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-130- 5.14% |
$1.75K - $2.95K
|
2.4K
$30.7K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-130- 7.28% |
$1.75K - $2.95K
|
1.66K
$21.2K
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-133Closed |
$1.79K - $3.02K
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-184Closed |
$2.47K - $4.18K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-192- 0.91% |
$2.58K - $4.36K
|
21K
$269K
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-209Closed |
$2.81K - $4.75K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-219Closed |
$2.95K - $4.97K
|
0
$0
|