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 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.1K+ 2.91% |
$28.8K - $30.4K
|
74.3K
$1M
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.07K+ 14.35% |
$28.3K - $29.9K
|
16.5K
$222K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.05K+ 12.82% |
$28.1K - $29.7K
|
18.1K
$244K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.99K+ 0.7% |
$27.2K - $28.8K
|
285K
$3.85M
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.95K+ 79.99% |
$26.7K - $28.2K
|
4.38K
$59.1K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.91K+ 10.99% |
$26.2K - $27.7K
|
19.3K
$261K
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.74K+ 7.64% |
$23.8K - $25.1K
|
24.5K
$330K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.63K+ 9.81% |
$22.4K - $23.6K
|
18.3K
$247K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.56KNew |
$21.4K - $22.6K
|
1.56K
$21.1K
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
1.41K+ 1.19% |
$19.3K - $20.4K
|
120K
$1.61M
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.39K+ 9.33% |
$19.1K - $20.2K
|
16.3K
$220K
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.39K+ 6.64% |
$19K - $20.1K
|
22.3K
$301K
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.37K+ 0.25% |
$18.8K - $19.8K
|
560K
$7.56M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.36K+ 217.09% |
$18.6K - $19.7K
|
1.99K
$26.8K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.35KNew |
$18.4K - $19.5K
|
1.35K
$18.2K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
1.34KNew |
$18.3K - $19.3K
|
1.34K
$18K
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.31K+ 4.34% |
$17.9K - $18.9K
|
31.4K
$424K
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.28K+ 8.69% |
$17.5K - $18.5K
|
16K
$216K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.2K+ 35.08% |
$16.5K - $17.4K
|
4.63K
$62.5K
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
1.14K+ 8.49% |
$15.6K - $16.5K
|
14.6K
$197K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.07K+ 8.52% |
$14.6K - $15.4K
|
13.6K
$183K
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.06K+ 96.01% |
$14.5K - $15.3K
|
2.16K
$29.2K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.05KNew |
$14.4K - $15.2K
|
1.05K
$14.1K
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
1.01K+ 1.28% |
$13.8K - $14.6K
|
79.5K
$1.07M
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
957+ 7.47% |
$13.1K - $13.8K
|
13.8K
$186K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
896+ 9.95% |
$12.3K - $13K
|
9.9K
$134K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
895New |
$12.3K - $13K
|
895
$12.1K
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
892+ 6.57% |
$12.2K - $12.9K
|
14.5K
$195K
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
874New |
$12K - $12.6K
|
874
$11.8K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
815+ 0.09% |
$11.2K - $11.8K
|
905K
$12.2M
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
809New |
$11.1K - $11.7K
|
809
$10.9K
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
744+ 2.63% |
$10.2K - $10.8K
|
29.1K
$392K
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
705+ 0.43% |
$9.66K - $10.2K
|
165K
$2.23M
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
651+ 0.97% |
$8.92K - $9.42K
|
68K
$918K
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
600New |
$8.22K - $8.68K
|
600
$8.1K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
554+ 2.19% |
$7.59K - $8.02K
|
25.8K
$348K
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
552+ 1.1% |
$7.56K - $7.99K
|
50.6K
$683K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
488+ 13.64% |
$6.69K - $7.06K
|
4.07K
$54.9K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
486+ 2.96% |
$6.66K - $7.03K
|
16.9K
$229K
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
467+ 0.96% |
$6.4K - $6.76K
|
49.3K
$666K
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
442+ 1.97% |
$6.06K - $6.4K
|
22.9K
$309K
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
280New |
$3.84K - $4.05K
|
280
$3.78K
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
265+ 0.55% |
$3.63K - $3.83K
|
48.4K
$654K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
233+ 0.66% |
$3.19K - $3.37K
|
35.8K
$483K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
209New |
$2.86K - $3.02K
|
209
$2.82K
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
139+ 0.34% |
$1.9K - $2.01K
|
40.4K
$546K
|
|
Jul 16, 2024
Q2 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
119+ 1.12% |
$1.63K - $1.72K
|
10.7K
$145K
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
108+ 0.26% |
$1.48K - $1.56K
|
41.6K
$562K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100New |
$1.37K - $1.45K
|
100
$1.35K
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
99+ 0.04% |
$1.36K - $1.43K
|
252K
$3.4M
|