Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
191K+ 28.88% |
$3.38M - $3.95M
|
851K
$10.9M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
188K+ 7.34% |
$3.32M - $3.88M
|
2.74M
$35.1M
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
180KNew |
$3.19M - $3.72M
|
180K
$2.3M
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
BUY
|
- |
175K+ 306.89% |
$3.11M - $3.63M
|
233K
$2.98M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
170K+ 188.44% |
$3.01M - $3.51M
|
260K
$3.33M
|
|
Jul 15, 2022
Q2 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
161K+ 819.81% |
$2.85M - $3.33M
|
181K
$2.31M
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
150K+ 602.41% |
$2.67M - $3.11M
|
175K
$2.25M
|
|
Jul 18, 2022
Q2 2022
|
Capitol Family Office, Inc.
|
BUY
|
- |
148KNew |
$2.62M - $3.06M
|
148K
$1.89M
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
142KNew |
$2.51M - $2.93M
|
142K
$1.82M
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
139K+ 49.81% |
$2.45M - $2.87M
|
417K
$5.33M
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
137K+ 625.87% |
$2.43M - $2.84M
|
159K
$2.04M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
129K+ 15.11% |
$2.29M - $2.68M
|
986K
$12.6M
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
127K+ 339.58% |
$2.26M - $2.64M
|
165K
$2.11M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
120K+ 28.6% |
$2.12M - $2.48M
|
538K
$6.89M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
118K+ 13214.59% |
$2.09M - $2.44M
|
119K
$1.52M
|
|
Jul 26, 2022
Q2 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
115K+ 19.67% |
$2.03M - $2.37M
|
697K
$8.92M
|
|
Aug 15, 2022
Q2 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
99.4K+ 59.92% |
$1.76M - $2.06M
|
265K
$3.4M
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
95.6K+ 27.29% |
$1.69M - $1.98M
|
446K
$5.71M
|
|
Aug 08, 2022
Q2 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
94.5K+ 143.14% |
$1.67M - $1.95M
|
160K
$2.05M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
91.8KNew |
$1.62M - $1.9M
|
91.8K
$1.17M
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
91.3K+ 23.72% |
$1.62M - $1.89M
|
476K
$6.09M
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
90K+ 198.3% |
$1.59M - $1.86M
|
135K
$1.73M
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
88.7K+ 17.99% |
$1.57M - $1.83M
|
582K
$7.45M
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
85.7KNew |
$1.52M - $1.77M
|
85.7K
$1.1M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
83.8K+ 10.48% |
$1.48M - $1.73M
|
883K
$11.3M
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
BUY
|
- |
80.8K+ 38.36% |
$1.43M - $1.67M
|
291K
$3.73M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
78.5K+ 22.37% |
$1.39M - $1.62M
|
430K
$5.5M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
74.8KNew |
$1.33M - $1.55M
|
74.8K
$958K
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
65.3K+ 95.9% |
$1.16M - $1.35M
|
133K
$1.71M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
62.4K+ 17.89% |
$1.11M - $1.29M
|
411K
$5.26M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
58.5K+ 328.3% |
$1.04M - $1.21M
|
76.3K
$977K
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
58.3KNew |
$1.03M - $1.21M
|
58.3K
$746K
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
56.3K+ 10.55% |
$997K - $1.17M
|
590K
$7.55M
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
56K+ 83.41% |
$992K - $1.16M
|
123K
$1.58M
|
|
Aug 02, 2022
Q2 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
55.3K+ 10.88% |
$980K - $1.14M
|
564K
$7.22M
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
54.9KNew |
$972K - $1.14M
|
54.9K
$703K
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
54.7K+ 51.61% |
$969K - $1.13M
|
161K
$2.06M
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
52.9K+ 17.65% |
$937K - $1.09M
|
353K
$4.52M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
51.9K+ 50.15% |
$919K - $1.07M
|
155K
$1.99M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
51.7K+ 25.47% |
$915K - $1.07M
|
254K
$3.26M
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
49.9KNew |
$884K - $1.03M
|
49.9K
$639K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49KNew |
$867K - $1.01M
|
49K
$627K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
48.2K+ 24.05% |
$854K - $997K
|
249K
$3.18M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
46.6KNew |
$825K - $964K
|
46.6K
$596K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
45.9K+ 120.33% |
$812K - $949K
|
84K
$1.07M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
45.6K+ 14.85% |
$807K - $943K
|
352K
$4.51M
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
44.1K+ 16.48% |
$782K - $913K
|
312K
$3.99M
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
43.5KNew |
$771K - $901K
|
43.5K
$557K
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
43.5K+ 259.88% |
$770K - $900K
|
60.2K
$771K
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
43.3K+ 3.32% |
$768K - $897K
|
1.35M
$17.3M
|