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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.4KNew |
$143K - $151K
|
10.4K
$142K
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
10.2K+ 4.98% |
$139K - $147K
|
214K
$2.92M
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
10.2KNew |
$139K - $147K
|
10.2K
$139K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.1KNew |
$139K - $146K
|
10.1K
$138K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.97K+ 4.66% |
$137K - $144K
|
224K
$3.06M
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
9.86K+ 2.92% |
$135K - $143K
|
347K
$4.74M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
9.78K+ 13.71% |
$134K - $142K
|
81.1K
$1.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
9.35K+ 8.37% |
$128K - $135K
|
121K
$1.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.31K+ 180.36% |
$128K - $135K
|
14.5K
$198K
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
9.09K+ 8.26% |
$125K - $132K
|
119K
$1.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
8.58K+ 1.48% |
$118K - $124K
|
586K
$8.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8.35K+ 25.38% |
$114K - $121K
|
41.3K
$564K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
8.09K+ 2.32% |
$111K - $117K
|
356K
$4.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
7.39K+ 4.07% |
$101K - $107K
|
189K
$2.58M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
6.83K+ 32.4% |
$93.6K - $98.8K
|
27.9K
$381K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
6.65KNew |
$91.1K - $96.2K
|
6.65K
$90.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.65K+ 31.81% |
$91K - $96.2K
|
27.5K
$376K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
6.37K+ 31.55% |
$87.3K - $92.2K
|
26.6K
$363K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6.04K+ 21.38% |
$82.7K - $87.3K
|
34.3K
$468K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.93K+ 128.11% |
$81.2K - $85.8K
|
10.6K
$144K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5.77K+ 34.44% |
$79.1K - $83.5K
|
22.5K
$308K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.63K+ 24.94% |
$77.1K - $81.4K
|
28.2K
$385K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.52K+ 16.59% |
$75.6K - $79.8K
|
38.8K
$529K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
5.5K+ 1.06% |
$75.3K - $79.5K
|
522K
$7.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
5.27K+ 38.82% |
$72.1K - $76.2K
|
18.8K
$257K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.9K+ 12.5% |
$67.1K - $70.8K
|
44K
$602K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.77K+ 0.68% |
$65.3K - $69K
|
708K
$9.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.58K+ 2.35% |
$62.8K - $66.3K
|
199K
$2.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.4K+ 34.35% |
$60.3K - $63.7K
|
17.2K
$235K
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.16K+ 9.29% |
$57K - $60.2K
|
48.9K
$668K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.83K+ 8.25% |
$52.5K - $55.4K
|
50.3K
$687K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.77K+ 22.89% |
$51.6K - $54.5K
|
20.2K
$276K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
3.72KNew |
$51K - $53.8K
|
3.72K
$50.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.6K+ 0.62% |
$49.3K - $52.1K
|
585K
$7.99M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.48K+ 9.16% |
$47.7K - $50.4K
|
41.5K
$566K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
3.35K+ 0.74% |
$45.9K - $48.5K
|
455K
$6.21M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.3K+ 0.65% |
$45.2K - $47.7K
|
510K
$6.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.22K+ 25.01% |
$44K - $46.5K
|
16.1K
$219K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3KNew |
$41.1K - $43.4K
|
3K
$41K
|
|
|
Aug 14, 2024
Q2 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
2.8K+ 11.26% |
$38.4K - $40.5K
|
27.7K
$378K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.8K+ 150.08% |
$38.3K - $40.5K
|
4.66K
$63.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.77K+ 0.7% |
$38K - $40.1K
|
400K
$5.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
2.59K+ 841.56% |
$35.5K - $37.5K
|
2.9K
$39.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.57K+ 6.78% |
$35.3K - $37.2K
|
40.5K
$554K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.55K+ 2.51% |
$35K - $37K
|
104K
$1.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
BUY
|
- |
2.47K+ 2.26% |
$33.8K - $35.7K
|
112K
$1.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.18K+ 5.48% |
$29.9K - $31.6K
|
42K
$574K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.16K+ 13.95% |
$29.6K - $31.3K
|
17.7K
$241K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
2.11K+ 5.77% |
$28.9K - $30.5K
|
38.6K
$528K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.1K+ 2.91% |
$28.8K - $30.4K
|
74.3K
$1.02M
|