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 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
10.7KNew |
$140K - $148K
|
10.7K
$146K
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
10.5KNew |
$138K - $146K
|
10.5K
$143K
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
10.4KNew |
$137K - $144K
|
10.4K
$142K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
9.85K+ 9.31% |
$129K - $137K
|
116K
$1.58M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.73K+ 134.19% |
$128K - $135K
|
17K
$232K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.54K+ 3.16% |
$125K - $132K
|
312K
$4.26M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
9.01KNew |
$118K - $125K
|
9.01K
$123K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8.22K+ 17.93% |
$108K - $114K
|
54.1K
$738K
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
7.08K+ 1.24% |
$93K - $98.3K
|
578K
$7.89M
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
7.07K+ 6.37% |
$92.9K - $98.2K
|
118K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6.86K+ 1.19% |
$90.1K - $95.3K
|
581K
$7.94M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.8K+ 27.9% |
$89.3K - $94.5K
|
31.2K
$426K
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
6.79K+ 45.64% |
$89.2K - $94.3K
|
21.7K
$296K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
6.67K+ 29.21% |
$87.6K - $92.6K
|
29.5K
$403K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6.36K+ 29.09% |
$83.5K - $88.4K
|
28.2K
$386K
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
6.08K+ 9.65% |
$79.9K - $84.5K
|
69.1K
$944K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.66K+ 95.5% |
$74.3K - $78.6K
|
11.6K
$158K
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.65K+ 33.38% |
$74.1K - $78.4K
|
22.6K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.46K+ 11.56% |
$71.7K - $75.8K
|
52.7K
$720K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
4.97K+ 49.46% |
$65.3K - $69.1K
|
15K
$205K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
4.78K+ 13.01% |
$62.7K - $66.4K
|
41.5K
$567K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
4.55K+ 2.84% |
$59.7K - $63.1K
|
164K
$2.25M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.32KNew |
$56.7K - $60K
|
4.32K
$59K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.3K+ 13.33% |
$56.4K - $59.7K
|
36.5K
$499K
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
4.15K+ 17.18% |
$54.5K - $57.7K
|
28.3K
$387K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4K+ 343.56% |
$52.5K - $55.5K
|
5.16K
$70.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.97K+ 11.91% |
$52.1K - $55.1K
|
37.3K
$510K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
3.96K+ 24.61% |
$52K - $55K
|
20.1K
$274K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
3.96K+ 9.6% |
$52K - $55K
|
45.2K
$618K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.85KNew |
$50.6K - $53.5K
|
3.85K
$52.6K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
3.68K+ 0.74% |
$48.3K - $51.1K
|
498K
$6.81M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.64K+ 34.03% |
$47.8K - $50.5K
|
14.3K
$196K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.43K+ 1.95% |
$45K - $47.6K
|
179K
$2.45M
|
|
|
Aug 14, 2024
Q1 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
3.38K+ 33.57% |
$44.4K - $46.9K
|
13.4K
$184K
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.25K+ 20.58% |
$42.6K - $45.1K
|
19K
$260K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.06KNew |
$40.2K - $42.5K
|
3.06K
$41.8K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.02K+ 13.59% |
$39.6K - $41.9K
|
25.2K
$345K
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.96K+ 15.19% |
$38.8K - $41.1K
|
22.4K
$306K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.93KNew |
$38.5K - $40.7K
|
2.93K
$40K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.86K+ 28.81% |
$37.6K - $39.8K
|
12.8K
$175K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.76K+ 11.11% |
$36.2K - $38.3K
|
27.6K
$377K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.66K+ 237.13% |
$35K - $37K
|
3.79K
$51.7K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
2.59KNew |
$34K - $35.9K
|
2.59K
$35.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.45KNew |
$32.2K - $34K
|
2.45K
$33.5K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.17K+ 7.13% |
$28.5K - $30.1K
|
32.6K
$445K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.11K+ 17.37% |
$27.7K - $29.3K
|
14.3K
$195K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 83.43% |
$27.6K - $29.2K
|
4.63K
$63.2K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
2.09K+ 16.38% |
$27.4K - $29K
|
14.8K
$203K
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.98K+ 10.46% |
$26K - $27.5K
|
20.9K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.81K+ 0.67% |
$23.8K - $25.1K
|
273K
$3.73M
|