Purchases and Sales Made in Q3 2023 in Invesco Act Mge Et Cmdt Fd Tr (PDBC)

PDBC Quotes by TradingView

This table provides information about the institutional ownership of Invesco Act Mge Et Cmdt Fd Tr (PDBC) during Q3 2023. 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
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
6.57M
+ 8011.88%
$89.5M - $101M
6.66M $87.7M
Oct 24, 2023 Q3 2023
Bailard, Inc.

BUY
 -
4.27M
+ 18546.49%
$58.2M - $65.5M
4.3M $56.6M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
2.94M
+ 13.37%
$40.1M - $45.1M
24.9M $329M
Nov 14, 2023 Q3 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
2.15M
+ 122575.84%
$29.3M - $33M
2.15M $28.4M
Oct 10, 2023 Q3 2023
Beacon Capital Management, Inc.

BUY
 -
1.78M
New
$24.2M - $27.3M
1.78M $23.4M
Nov 13, 2023 Q3 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
1.24M
New
$16.9M - $19M
1.24M $16.3M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.2M
+ 414.37%
$16.4M - $18.4M
1.49M $19.7M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
1.18M
+ 30.64%
$16.1M - $18.1M
5.03M $66.3M
Nov 14, 2023 Q3 2023
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
1.11M
New
$15.1M - $17M
1.11M $14.6M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
991K
+ 149.76%
$13.5M - $15.2M
1.65M $21.8M
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

BUY
 -
721K
New
$9.82M - $11.1M
721K $9.5M
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
662K
+ 1263.04%
$9.01M - $10.1M
714K $9.41M
Oct 24, 2023 Q3 2023
Wealth Management Resources, Inc.

BUY
 -
654K
New
$8.91M - $10M
654K $8.62M
Nov 07, 2023 Q3 2023
Barclays PLC

London, X0
BUY
 -
518K
New
$7.05M - $7.94M
518K $6.82M
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

BUY
 -
514K
New
$7.01M - $7.89M
514K $6.78M
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
467K
+ 2.29%
$6.36M - $7.17M
20.9M $275M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
380K
+ 608.79%
$5.18M - $5.83M
442K $5.83M
Nov 09, 2023 Q3 2023
Pacific Financial Group Inc

BUY
 -
373K
New
$5.09M - $5.73M
373K $4.92M
Oct 11, 2023 Q3 2023
Luken Investment Analytics, LLC

Brentwood, TN
BUY
 -
373K
New
$5.08M - $5.72M
373K $4.91M
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
354K
+ 182.3%
$4.82M - $5.43M
548K $7.22M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
348K
New
$4.74M - $5.34M
348K $4.59M
Oct 23, 2023 Q3 2023
All Season Financial Advisors, Inc.

BUY
 -
327K
New
$4.45M - $5.02M
327K $4.31M
Oct 23, 2023 Q3 2023
Innova Wealth Partners

BUY
 -
324K
New
$4.42M - $4.98M
324K $4.28M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
253K
+ 101.56%
$3.45M - $3.89M
503K $6.63M
Oct 11, 2023 Q3 2023
Worth Asset Management, LLC

BUY
 -
251K
New
$3.42M - $3.86M
251K $3.31M
Oct 10, 2023 Q3 2023
Transform Wealth, LLC

BUY
 -
249K
New
$3.39M - $3.82M
249K $3.28M
Nov 13, 2023 Q3 2023
Mariner, LLC

Overland Park, KS
BUY
 -
247K
+ 638.66%
$3.36M - $3.79M
285K $3.76M
Nov 15, 2023 Q3 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
231K
+ 53243.19%
$3.14M - $3.54M
231K $3.04M
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
214K
+ 125.03%
$2.92M - $3.28M
385K $5.08M
Oct 30, 2023 Q3 2023
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
204K
+ 540.41%
$2.78M - $3.13M
242K $3.18M
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
204K
New
$2.77M - $3.12M
204K $2.68M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
200K
+ 5.9%
$2.73M - $3.07M
3.59M $47.4M
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
199K
+ 69.4%
$2.72M - $3.06M
487K $6.42M
Nov 09, 2023 Q3 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
174K
+ 3.82%
$2.37M - $2.67M
4.74M $62.5M
Nov 30, 2023 Q3 2023
Fidelity D & D Bancorp Inc

Dunmore, PA
BUY
 -
168K
New
$2.29M - $2.58M
168K $2.22M
Nov 14, 2023 Q3 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
159K
New
$2.17M - $2.44M
159K $2.1M
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

BUY
 -
159K
New
$2.17M - $2.44M
159K $2.1M
Nov 14, 2023 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
144K
New
$1.96M - $2.21M
144K $1.9M
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
140K
+ 101.72%
$1.9M - $2.14M
277K $3.65M
Oct 24, 2023 Q3 2023
Kure Advisory, LLC

Plymouth, MN
BUY
 -
130K
New
$1.76M - $1.99M
130K $1.71M
Oct 20, 2023 Q3 2023
Avestar Capital, LLC

BUY
 -
127K
+ 921.36%
$1.73M - $1.95M
141K $1.86M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
118K
+ 127.49%
$1.6M - $1.81M
210K $2.77M
Nov 01, 2023 Q3 2023
Engrave Wealth Partners LLC

BUY
 -
105K
+ 14.66%
$1.42M - $1.6M
818K $10.8M
Oct 11, 2023 Q3 2023
Moulton Wealth Management, Inc

BUY
 -
101K
New
$1.37M - $1.55M
101K $1.33M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
98.2K
+ 13.38%
$1.34M - $1.51M
832K $11M
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
93.9K
+ 12745.05%
$1.28M - $1.44M
94.7K $1.25M
Apr 19, 2024 Q3 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
93K
+ 60.29%
$1.27M - $1.43M
247K $3.26M
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
81.7K
+ 706.63%
$1.11M - $1.25M
93.3K $1.23M
Nov 06, 2023 Q3 2023
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
79K
New
$1.08M - $1.21M
79K $1.04M

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