Purchases and Sales Made in Q3 2023 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 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 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
75.1KNew |
$1.02M - $1.15M
|
75.1K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
72.6K+ 42.6% |
$989K - $1.11M
|
243K
$3.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
67.2K+ 112.59% |
$915K - $1.03M
|
127K
$1.73M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
64.9K+ 5.5% |
$885K - $996K
|
1.24M
$17M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
64.1KNew |
$873K - $983K
|
64.1K
$876K
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
BUY
|
- |
64KNew |
$872K - $982K
|
64K
$874K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
62.9KNew |
$857K - $965K
|
62.9K
$859K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
62.5K+ 52.89% |
$852K - $959K
|
181K
$2.47M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
60.5K+ 24.37% |
$824K - $928K
|
309K
$4.22M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
56.8K+ 65.01% |
$774K - $872K
|
144K
$1.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
56.4K+ 259.87% |
$768K - $864K
|
78K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
53K+ 6.2% |
$721K - $812K
|
907K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
51.7KNew |
$704K - $793K
|
51.7K
$706K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.9K+ 20.61% |
$680K - $766K
|
292K
$3.99M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
49.9K+ 8.43% |
$679K - $765K
|
641K
$8.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
47KNew |
$641K - $721K
|
47K
$642K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
43.8K+ 294.75% |
$597K - $673K
|
58.7K
$802K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
43.8KNew |
$597K - $672K
|
43.8K
$599K
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
40.7KNew |
$554K - $624K
|
40.7K
$556K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
38.5KNew |
$524K - $590K
|
38.5K
$526K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
38.4K+ 103.68% |
$524K - $590K
|
75.5K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
38.2K+ 20.9% |
$520K - $585K
|
221K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
33.3KNew |
$453K - $511K
|
33.3K
$455K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
33.2K+ 4.31% |
$452K - $509K
|
805K
$11M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
32.5K+ 60.42% |
$443K - $499K
|
86.4K
$1.18M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
32.4K+ 18.21% |
$441K - $497K
|
210K
$2.87M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
32.3K+ 8.93% |
$439K - $495K
|
394K
$5.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
31.5KNew |
$429K - $484K
|
31.5K
$431K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
30.5KNew |
$416K - $468K
|
30.5K
$417K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29.6K+ 14.34% |
$403K - $454K
|
236K
$3.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
29.3KNew |
$399K - $450K
|
29.3K
$400K
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
29.2K+ 1.88% |
$397K - $448K
|
1.58M
$21.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
28.6KNew |
$390K - $439K
|
28.6K
$391K
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
28.5KNew |
$388K - $437K
|
28.5K
$389K
|
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
28.3K+ 7.44% |
$386K - $435K
|
409K
$5.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
26.3K+ 16.4% |
$359K - $404K
|
187K
$2.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
26.2KNew |
$357K - $402K
|
26.2K
$358K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
24.7K+ 194.49% |
$336K - $379K
|
37.4K
$511K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.3K+ 47.43% |
$289K - $326K
|
66.1K
$902K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.2K+ 71.18% |
$289K - $326K
|
51.1K
$698K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20K+ 28.05% |
$272K - $307K
|
91.3K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.9K+ 49.58% |
$271K - $306K
|
60.1K
$821K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
17.5K+ 14.15% |
$238K - $268K
|
141K
$1.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.6K+ 1.93% |
$226K - $255K
|
876K
$12M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
16.2KNew |
$221K - $249K
|
16.2K
$221K
|
|
|
Oct 17, 2023
Q3 2023
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
16.1K+ 85.2% |
$220K - $248K
|
35.1K
$479K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
15.9KNew |
$217K - $244K
|
15.9K
$218K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
15.7KNew |
$213K - $240K
|
15.7K
$214K
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
15.5KNew |
$211K - $238K
|
15.5K
$212K
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
15KNew |
$204K - $230K
|
15K
$205K
|