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 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-38- 1.68% |
$499 - $528
|
2.23K
$30.5K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-38- 2.32% |
$499 - $528
|
1.6K
$21.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-79- 0.56% |
$1.04K - $1.1K
|
14K
$192K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-123- 31.22% |
$1.61K - $1.71K
|
271
$3.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-142- 1.28% |
$1.86K - $1.97K
|
10.9K
$149K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-168- 0.21% |
$2.21K - $2.33K
|
78.8K
$1.08M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-182- 76.79% |
$2.39K - $2.53K
|
55
$751
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-200- 3.5% |
$2.63K - $2.78K
|
5.51K
$75.3K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-227- 95.78% |
$2.98K - $3.15K
|
10
$137
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-253- 14.31% |
$3.32K - $3.51K
|
1.52K
$20.7K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-278Closed |
$3.65K - $3.86K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-286- 48.15% |
$3.76K - $3.97K
|
308
$4.21K
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-293- 0.79% |
$3.85K - $4.07K
|
37K
$506K
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-301- 1.34% |
$3.95K - $4.18K
|
22.2K
$303K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-315- 62.25% |
$4.14K - $4.38K
|
191
$2.61K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-400- 3.15% |
$5.25K - $5.56K
|
12.3K
$168K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-453- 1.08% |
$5.95K - $6.29K
|
41.4K
$565K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-517- 80.28% |
$6.79K - $7.18K
|
127
$1.73K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-565- 80.14% |
$7.42K - $7.85K
|
140
$1.91K
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-568- 1.12% |
$7.46K - $7.89K
|
50.1K
$684K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-664- 41.81% |
$8.72K - $9.22K
|
924
$12.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-735- 1.61% |
$9.65K - $10.2K
|
44.9K
$613K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-817- 18.03% |
$10.7K - $11.3K
|
3.72K
$50.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-825- 5.05% |
$10.8K - $11.5K
|
15.5K
$212K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-867- 5.49% |
$11.4K - $12K
|
14.9K
$204K
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-877- 4.05% |
$11.5K - $12.2K
|
20.8K
$284K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.06K- 7.66% |
$14K - $14.8K
|
12.8K
$175K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.11K- 7.03% |
$14.6K - $15.4K
|
14.7K
$201K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.24K- 7.74% |
$16.2K - $17.2K
|
14.7K
$201K
|
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.33K- 93.61% |
$17.5K - $18.5K
|
91
$1.24K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.34K- 1.68% |
$17.6K - $18.7K
|
78.7K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.4K- 0.63% |
$18.4K - $19.5K
|
222K
$3.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.41K- 2.71% |
$18.5K - $19.6K
|
50.7K
$693K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.53K- 70.99% |
$20.1K - $21.3K
|
626
$8.55K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.56K- 5.64% |
$20.5K - $21.7K
|
26.1K
$357K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.57K- 4.35% |
$20.6K - $21.8K
|
34.4K
$470K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.62K- 9.21% |
$21.3K - $22.6K
|
16K
$219K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.84K- 8.8% |
$24.1K - $25.5K
|
19K
$260K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.9K- 28.79% |
$24.9K - $26.3K
|
4.69K
$64.1K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.93K- 9.98% |
$25.3K - $26.8K
|
17.4K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.94K- 1.87% |
$25.4K - $26.9K
|
102K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.96K- 4.11% |
$25.7K - $27.2K
|
45.7K
$624K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.96K- 4.64% |
$25.7K - $27.2K
|
40.3K
$550K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.02K- 4.91% |
$26.5K - $28.1K
|
39.1K
$535K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.11K- 5.86% |
$27.7K - $29.3K
|
33.9K
$463K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.12K- 1.45% |
$27.8K - $29.4K
|
144K
$1.96M
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2.16K- 0.64% |
$28.3K - $30K
|
332K
$4.54M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.2K- 3.29% |
$28.9K - $30.6K
|
64.6K
$883K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.38KClosed |
$31.2K - $33K
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-2.39K- 15.57% |
$31.4K - $33.2K
|
13K
$177K
|