Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
36.3K+ 40.86% |
$498K - $526K
|
125K
$1.71M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
35K+ 8.77% |
$479K - $506K
|
433K
$5.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
34K+ 0.73% |
$465K - $491K
|
4.71M
$64.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
33.4K+ 20.99% |
$457K - $483K
|
192K
$2.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
32.4KNew |
$444K - $469K
|
32.4K
$443K
|
|
|
Aug 14, 2024
Q2 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
32.1K+ 128.45% |
$440K - $465K
|
57.1K
$780K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.4K+ 0.99% |
$431K - $455K
|
3.22M
$44M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
28.7K+ 658.04% |
$393K - $415K
|
33.1K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
28.2KNew |
$386K - $408K
|
28.2K
$385K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
27.2KNew |
$373K - $394K
|
27.2K
$372K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
26.8K+ 3.33% |
$368K - $388K
|
833K
$11.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
25.9K+ 6.86% |
$354K - $374K
|
403K
$5.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
25.5K+ 90.66% |
$349K - $369K
|
53.6K
$732K
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
24.1K+ 3.78% |
$330K - $349K
|
662K
$9.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
24.1KNew |
$330K - $348K
|
24.1K
$329K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
24.1KNew |
$330K - $348K
|
24.1K
$329K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23KNew |
$315K - $332K
|
23K
$314K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
22.7KNew |
$311K - $328K
|
22.7K
$310K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
BUY
|
- |
21.9K+ 6.26% |
$300K - $316K
|
371K
$5.07M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.5K+ 5.96% |
$295K - $311K
|
383K
$5.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
21.5K+ 2.45% |
$294K - $310K
|
899K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
21.3K+ 109.33% |
$291K - $308K
|
40.7K
$556K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
20.2K+ 4.83% |
$277K - $293K
|
440K
$6.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.2KNew |
$263K - $278K
|
19.2K
$262K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18.6K+ 1319.03% |
$254K - $269K
|
20K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
17.9KNew |
$245K - $259K
|
17.9K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.6KNew |
$242K - $255K
|
17.6K
$241K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17.6KNew |
$242K - $255K
|
17.6K
$241K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17.4KNew |
$238K - $252K
|
17.4K
$237K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.1K+ 4.56% |
$221K - $234K
|
371K
$5.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
15.9KNew |
$218K - $230K
|
15.9K
$217K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15.2KNew |
$208K - $219K
|
15.2K
$207K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
14.8K+ 51.89% |
$203K - $215K
|
43.4K
$593K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
14.8KNew |
$202K - $214K
|
14.8K
$202K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14.8KNew |
$202K - $214K
|
14.8K
$202K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14.5KNew |
$199K - $210K
|
14.5K
$199K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14K+ 4.75% |
$192K - $203K
|
309K
$4.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
13.4KNew |
$184K - $194K
|
13.4K
$183K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
13.2K+ 576.5% |
$181K - $191K
|
15.5K
$212K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
12.6KNew |
$173K - $183K
|
12.6K
$173K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
12.4K+ 4.52% |
$169K - $179K
|
286K
$3.9M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
12.3K+ 15.5% |
$168K - $177K
|
91.4K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
11.9K+ 70.34% |
$164K - $173K
|
28.9K
$395K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 496.17% |
$162K - $171K
|
14.2K
$193K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.7K+ 773.28% |
$161K - $170K
|
13.2K
$181K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$160K - $169K
|
11.7K
$159K
|
|
|
Aug 08, 2024
Q2 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
11.6K+ 53.66% |
$159K - $168K
|
33.3K
$455K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
11.2KNew |
$154K - $162K
|
11.2K
$153K
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
11.1K+ 29.86% |
$151K - $160K
|
48.1K
$657K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
10.9KNew |
$150K - $158K
|
10.9K
$149K
|