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 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
49.9K+ 5.38% |
$656K - $694K
|
977K
$12.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
49.2K+ 2.63% |
$646K - $684K
|
1.92M
$25.4M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
45.7K+ 23.1% |
$600K - $634K
|
243K
$3.21M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
45.1K+ 24.5% |
$593K - $627K
|
229K
$3.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
44.5K+ 26.5% |
$584K - $618K
|
212K
$2.8M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
41.3K+ 7.72% |
$543K - $574K
|
577K
$7.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
40.8KNew |
$535K - $566K
|
40.8K
$539K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
40.4K+ 11.99% |
$530K - $561K
|
377K
$4.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
39.8KNew |
$523K - $553K
|
39.8K
$526K
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
38.9K+ 16.09% |
$511K - $541K
|
281K
$3.71M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34.6K+ 10.82% |
$454K - $481K
|
354K
$4.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
33.6KNew |
$441K - $466K
|
33.6K
$443K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
31.3K+ 13.66% |
$410K - $434K
|
260K
$3.43M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
30.5K+ 34.52% |
$400K - $423K
|
119K
$1.57M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
29.3KNew |
$384K - $407K
|
29.3K
$387K
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
29.2K+ 5.36% |
$383K - $405K
|
573K
$7.58M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
28.1KNew |
$369K - $390K
|
28.1K
$371K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
26.9K+ 15.1% |
$354K - $374K
|
205K
$2.71M
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
25.7K+ 6.11% |
$337K - $357K
|
447K
$5.9M
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
24.1K+ 210.22% |
$316K - $335K
|
35.6K
$470K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
23KNew |
$302K - $319K
|
23K
$304K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
22.7KNew |
$298K - $316K
|
22.7K
$300K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
21.3K+ 8.85% |
$280K - $296K
|
262K
$3.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
20.9K+ 271.9% |
$274K - $290K
|
28.6K
$378K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
20.4KNew |
$267K - $283K
|
20.4K
$269K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
19.5KNew |
$256K - $271K
|
19.5K
$258K
|
|
|
Aug 13, 2024
Q1 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
19.4KNew |
$255K - $270K
|
19.4K
$257K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
19K+ 6.86% |
$249K - $263K
|
295K
$3.9M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
18.5KNew |
$243K - $257K
|
18.5K
$245K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
18.3K+ 10.33% |
$241K - $255K
|
196K
$2.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
18.1K+ 2.92% |
$238K - $251K
|
638K
$8.42M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
17.9K+ 5.62% |
$236K - $249K
|
337K
$4.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
17.8K+ 10.83% |
$233K - $247K
|
182K
$2.4M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
17.7K+ 32.93% |
$232K - $245K
|
71.3K
$942K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.5KNew |
$217K - $229K
|
16.5K
$218K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
16.5KNew |
$216K - $229K
|
16.5K
$217K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
16.5KNew |
$216K - $229K
|
16.5K
$217K
|
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
BUY
|
- |
15.5K+ 123.41% |
$204K - $216K
|
28.1K
$371K
|
|
|
May 09, 2024
Q1 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.1K+ 65.58% |
$198K - $210K
|
38.1K
$503K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14.8K+ 38.56% |
$195K - $206K
|
53.2K
$703K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.6KNew |
$191K - $202K
|
14.6K
$192K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
14.4K+ 61.41% |
$190K - $201K
|
38K
$502K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
13.9K+ 72.28% |
$183K - $194K
|
33.2K
$439K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
13.5K+ 3.08% |
$177K - $187K
|
452K
$5.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
13.1K+ 7.17% |
$172K - $182K
|
195K
$2.58M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
11.6K+ 11.6% |
$152K - $161K
|
112K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
11.6KNew |
$152K - $161K
|
11.6K
$153K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.4KNew |
$150K - $159K
|
11.4K
$151K
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
11.1K+ 30.95% |
$145K - $154K
|
46.9K
$619K
|
|
|
Apr 19, 2024
Q1 2024
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
10.7K+ 3.69% |
$141K - $149K
|
302K
$3.99M
|