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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.3K+ 9.67% |
$753K - $850K
|
457K
$6.17M
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
39.2K+ 11.57% |
$732K - $826K
|
378K
$5.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Avestar Capital, LLC
|
BUY
|
- |
35K+ 19.0% |
$653K - $738K
|
219K
$2.96M
|
|
|
Nov 08, 2021
Q3 2021
|
Cim, LLC
|
BUY
|
- |
32.9K+ 18.18% |
$615K - $695K
|
214K
$2.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.8K+ 213.15% |
$575K - $649K
|
45.2K
$610K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
29.8K+ 0.76% |
$556K - $628K
|
3.97M
$53.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
27.9K+ 24.01% |
$521K - $589K
|
144K
$1.95M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
27.5KNew |
$513K - $580K
|
27.5K
$371K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
25.7K+ 58.57% |
$481K - $543K
|
69.6K
$941K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
24.8K+ 2.36% |
$464K - $524K
|
1.07M
$14.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
24.3KNew |
$453K - $512K
|
24.3K
$328K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.9K+ 5.8% |
$446K - $504K
|
436K
$5.89M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.3K+ 43.61% |
$416K - $470K
|
73.4K
$991K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
21.7KNew |
$406K - $458K
|
21.7K
$293K
|
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
21.7K+ 183.15% |
$405K - $457K
|
33.5K
$453K
|
|
|
Oct 21, 2021
Q3 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
21.1K+ 3.26% |
$394K - $444K
|
667K
$9.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
20.8K+ 13.52% |
$389K - $439K
|
175K
$2.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Gen Trust, LLC
|
BUY
|
- |
18.9K+ 4.82% |
$352K - $398K
|
411K
$5.55M
|
|
|
Oct 07, 2021
Q3 2021
|
Vera Bank, N.A.
|
BUY
|
- |
18.3KNew |
$341K - $386K
|
18.3K
$247K
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
17.6K+ 3.8% |
$329K - $371K
|
481K
$6.49M
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.5K+ 17.29% |
$327K - $369K
|
119K
$1.6M
|
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
17.1K+ 75.03% |
$320K - $361K
|
40K
$540K
|
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
16.9K+ 7.15% |
$316K - $357K
|
253K
$3.42M
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
16.8KNew |
$313K - $354K
|
16.8K
$226K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
16.6K+ 8.01% |
$310K - $351K
|
224K
$3.03M
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
16.3KNew |
$304K - $343K
|
16.3K
$220K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
16.1K+ 132.25% |
$301K - $340K
|
28.3K
$383K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.7K+ 18.71% |
$294K - $332K
|
99.8K
$1.35M
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.7KNew |
$293K - $331K
|
15.7K
$212K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
15.3K+ 33.03% |
$285K - $322K
|
61.5K
$831K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
15.2K+ 61.69% |
$285K - $322K
|
40K
$540K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.8K+ 1.95% |
$276K - $312K
|
771K
$10.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
14.7KNew |
$275K - $310K
|
14.7K
$199K
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
14.6KNew |
$273K - $309K
|
14.6K
$198K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
14.3KNew |
$266K - $301K
|
14.3K
$193K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
13.3K+ 129.04% |
$249K - $281K
|
23.6K
$319K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
13.1KNew |
$245K - $277K
|
13.1K
$178K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
12.7K+ 1.14% |
$237K - $268K
|
1.13M
$15.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.4K+ 3.87% |
$232K - $262K
|
334K
$4.51M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.2K+ 30.54% |
$228K - $257K
|
52.1K
$703K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.2K+ 14.99% |
$227K - $257K
|
93.3K
$1.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
12.1KNew |
$226K - $255K
|
12.1K
$164K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12KNew |
$224K - $253K
|
12K
$162K
|
|
|
Oct 12, 2021
Q3 2021
|
Peak Financial Advisors LLC
|
BUY
|
- |
11.9K+ 3.43% |
$222K - $251K
|
358K
$4.84M
|
|
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$220K - $249K
|
11.8K
$159K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.7K+ 6.11% |
$218K - $247K
|
203K
$2.74M
|
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
11.7KNew |
$218K - $246K
|
11.7K
$158K
|
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
11.6KNew |
$217K - $246K
|
11.6K
$157K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.9KNew |
$203K - $229K
|
10.9K
$147K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$201K - $227K
|
10.7K
$145K
|