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 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
17.8KNew |
$252K - $340K
|
17.8K
$237K
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
17.8KNew |
$251K - $338K
|
17.8K
$236K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.6K+ 68.47% |
$249K - $336K
|
43.4K
$578K
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
17.4KNew |
$246K - $332K
|
17.4K
$232K
|
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16.8KNew |
$238K - $321K
|
16.8K
$224K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.9K+ 108.32% |
$224K - $302K
|
30.5K
$406K
|
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
15.5KNew |
$219K - $295K
|
15.5K
$206K
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
15KNew |
$212K - $286K
|
15K
$200K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14.2K+ 119.92% |
$201K - $271K
|
26K
$347K
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
BUY
|
- |
13.5K+ 90.52% |
$190K - $257K
|
28.3K
$377K
|
|
|
May 05, 2022
Q1 2022
|
Sunesis Advisors, LLC
|
BUY
|
- |
12.7KNew |
$179K - $242K
|
12.7K
$169K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.5K+ 6.95% |
$176K - $237K
|
192K
$2.55M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
12.1KNew |
$171K - $231K
|
12.1K
$162K
|
|
|
May 12, 2022
Q1 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
12KNew |
$169K - $228K
|
12K
$159K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
11.9K+ 15.48% |
$169K - $228K
|
89K
$1.18M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.9KNew |
$168K - $227K
|
11.9K
$159K
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
11.6KNew |
$164K - $221K
|
11.6K
$155K
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
11.3KNew |
$159K - $215K
|
11.3K
$150K
|
|
|
May 18, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
11.2KNew |
$158K - $213K
|
11.2K
$149K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
10.6K+ 13.58% |
$150K - $203K
|
88.9K
$1.18M
|
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
10.6K+ 5.99% |
$150K - $202K
|
188K
$2.5M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
10.3K+ 37.08% |
$146K - $196K
|
38.1K
$507K
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
BUY
|
- |
10.3KNew |
$145K - $195K
|
10.3K
$136K
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10K+ 36.35% |
$142K - $191K
|
37.7K
$501K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
9.79K+ 40.5% |
$138K - $187K
|
34K
$452K
|
|
|
May 16, 2022
Q1 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
9.67K+ 67.75% |
$137K - $184K
|
23.9K
$319K
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
8.95K+ 642.79% |
$126K - $171K
|
10.3K
$138K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
8.62K+ 682.04% |
$122K - $164K
|
9.89K
$132K
|
|
|
May 10, 2022
Q1 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
8.35K+ 35.0% |
$118K - $159K
|
32.2K
$429K
|
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
8.34K+ 16.39% |
$118K - $159K
|
59.2K
$788K
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
8.33K+ 50.0% |
$118K - $159K
|
25K
$332K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.91K+ 231.85% |
$112K - $151K
|
11.3K
$151K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7.8K+ 58.97% |
$110K - $149K
|
21K
$280K
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
7.77K+ 5.29% |
$110K - $148K
|
155K
$2.06M
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
7.68K+ 45.85% |
$108K - $146K
|
24.4K
$325K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
7.66K+ 148.05% |
$108K - $146K
|
12.8K
$171K
|
|
|
May 16, 2022
Q1 2022
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
7.49K+ 45.36% |
$106K - $143K
|
24K
$320K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
7.31K+ 12.06% |
$103K - $139K
|
67.9K
$904K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
7.19K+ 6.09% |
$101K - $137K
|
125K
$1.67M
|
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
7.01K+ 8659.26% |
$99K - $134K
|
7.1K
$94.4K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
6.6KNew |
$93.2K - $126K
|
6.6K
$87.8K
|
|
|
May 16, 2022
Q1 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
6.52K+ 13.72% |
$92.1K - $124K
|
54K
$719K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
6.32K+ 2.91% |
$89.2K - $120K
|
223K
$2.97M
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.25K+ 56.05% |
$88.3K - $119K
|
17.4K
$232K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.52K+ 39.41% |
$78K - $105K
|
19.5K
$260K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.86K+ 28.72% |
$68.6K - $92.6K
|
21.8K
$290K
|
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
4.81K+ 26.94% |
$67.9K - $91.6K
|
22.6K
$301K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.7K+ 3.31% |
$66.4K - $89.6K
|
147K
$1.95M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.68K+ 21.7% |
$66.1K - $89.2K
|
26.2K
$349K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.65K+ 175.39% |
$65.7K - $88.7K
|
7.31K
$97.2K
|