Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.77M+ 3.13% |
$49.5M - $52.4M
|
124M
$1.64B
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2M+ 9.07% |
$26.2M - $27.7M
|
24M
$317M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.51MNew |
$19.8M - $21M
|
1.51M
$19.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.47MNew |
$19.3M - $20.4M
|
1.47M
$19.4M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
904KNew |
$11.9M - $12.6M
|
904K
$11.9M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
860K+ 4816.75% |
$11.3M - $11.9M
|
877K
$11.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Marks Wealth, LLC
|
BUY
|
- |
792KNew |
$10.4M - $11M
|
792K
$10.4M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
659KNew |
$8.66M - $9.16M
|
659K
$8.69M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
568KNew |
$7.45M - $7.89M
|
568K
$7.48M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
519K+ 10.53% |
$6.82M - $7.21M
|
5.45M
$71.8M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
321K+ 234.92% |
$4.22M - $4.46M
|
458K
$6.04M
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
299K+ 58.88% |
$3.92M - $4.15M
|
806K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
295KNew |
$3.88M - $4.1M
|
295K
$3.89M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
290K+ 674.99% |
$3.8M - $4.02M
|
333K
$4.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
244K+ 157.86% |
$3.2M - $3.39M
|
399K
$5.25M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
223K+ 34.07% |
$2.92M - $3.09M
|
876K
$11.5M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
217KNew |
$2.85M - $3.02M
|
217K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
204K+ 0.91% |
$2.68M - $2.84M
|
22.5M
$297M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
204K+ 0.91% |
$2.68M - $2.84M
|
22.5M
$297M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
197K+ 248739.23% |
$2.58M - $2.73M
|
197K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
186K+ 79.53% |
$2.44M - $2.58M
|
419K
$5.53M
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
183K+ 876.28% |
$2.4M - $2.54M
|
204K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
182KNew |
$2.39M - $2.53M
|
182K
$2.4M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
170K+ 1468.8% |
$2.23M - $2.36M
|
182K
$2.4M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
169K+ 452.94% |
$2.22M - $2.35M
|
207K
$2.73M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
152K+ 55.26% |
$1.99M - $2.11M
|
427K
$5.62M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
147K+ 3.25% |
$1.93M - $2.04M
|
4.68M
$61.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
139K+ 62.65% |
$1.83M - $1.93M
|
361K
$4.76M
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
123KNew |
$1.61M - $1.7M
|
123K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
122K+ 311.37% |
$1.6M - $1.69M
|
161K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Dme Capital Management, LP
New York, NY |
BUY
|
- |
117KNew |
$1.54M - $1.63M
|
117K
$1.55M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
115KNew |
$1.5M - $1.59M
|
115K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
105K+ 30.42% |
$1.37M - $1.45M
|
449K
$5.91M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
101K+ 89.96% |
$1.33M - $1.41M
|
214K
$2.82M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
98.8K+ 88.17% |
$1.3M - $1.37M
|
211K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
94.6K+ 5.35% |
$1.24M - $1.31M
|
1.86M
$24.6M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
90.9K+ 21.39% |
$1.19M - $1.26M
|
516K
$6.8M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
85.6KNew |
$1.12M - $1.19M
|
85.6K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
83.3KNew |
$1.09M - $1.16M
|
83.3K
$1.1M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
79.7KNew |
$1.05M - $1.11M
|
79.7K
$1.05M
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
76.8K+ 23.96% |
$1.01M - $1.07M
|
397K
$5.23M
|
|
|
Apr 12, 2024
Q1 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
68.3K+ 6.55% |
$897K - $949K
|
1.11M
$14.6M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
68.2K+ 328.53% |
$895K - $947K
|
88.9K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
67.3KNew |
$884K - $935K
|
67.3K
$888K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
66.7K+ 72.39% |
$876K - $927K
|
159K
$2.09M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
66.6K+ 32.48% |
$875K - $926K
|
272K
$3.58M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
62.8K+ 161.04% |
$824K - $872K
|
102K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
62.3K+ 29.24% |
$818K - $865K
|
275K
$3.63M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
52.6K+ 5.14% |
$691K - $731K
|
1.08M
$14.2M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
51.5K+ 3.31% |
$676K - $715K
|
1.61M
$21.2M
|