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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.52K+ 1.87% |
$20.7K - $23.3K
|
82.7K
$1.1M
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.46K+ 2.77% |
$19.8K - $22.3K
|
54K
$718K
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.45K+ 0.64% |
$19.8K - $22.3K
|
229K
$3.04M
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
1.42K+ 0.63% |
$19.3K - $21.7K
|
225K
$2.99M
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.36K+ 271.2% |
$18.5K - $20.8K
|
1.86K
$24.7K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 2.35% |
$18.3K - $20.6K
|
58.5K
$778K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.16K+ 1.24% |
$15.7K - $17.7K
|
94.4K
$1.26M
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.12K+ 5.12% |
$15.3K - $17.2K
|
23K
$306K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
1.11K+ 1.05% |
$15.1K - $17.1K
|
107K
$1.42M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1K+ 2.0% |
$13.7K - $15.4K
|
51.2K
$681K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
966+ 75.35% |
$13.2K - $14.8K
|
2.25K
$29.9K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
961New |
$13.1K - $14.7K
|
961
$12.8K
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
900+ 3.71% |
$12.3K - $13.8K
|
25.2K
$335K
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
893+ 1.91% |
$12.2K - $13.7K
|
47.5K
$632K
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
874+ 2.81% |
$11.9K - $13.4K
|
31.9K
$425K
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
861+ 1.58% |
$11.7K - $13.2K
|
55.4K
$737K
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
637+ 1.16% |
$8.68K - $9.77K
|
55.6K
$740K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
624+ 55.37% |
$8.5K - $9.57K
|
1.75K
$23.3K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
611New |
$8.32K - $9.37K
|
611
$8.13K
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
585+ 5.4% |
$7.97K - $8.97K
|
11.4K
$152K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
564+ 4.99% |
$7.68K - $8.65K
|
11.9K
$158K
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
528+ 0.73% |
$7.19K - $8.1K
|
73.2K
$974K
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
493+ 4.43% |
$6.71K - $7.56K
|
11.6K
$155K
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
484New |
$6.59K - $7.42K
|
484
$6.44K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
471+ 298.1% |
$6.42K - $7.23K
|
629
$8.37K
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
437+ 81.53% |
$5.95K - $6.7K
|
973
$12.9K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
430+ 7.17% |
$5.86K - $6.6K
|
6.43K
$85.5K
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
393New |
$5.35K - $6.03K
|
393
$5.23K
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
393New |
$5.35K - $6.03K
|
393
$5.23K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
367+ 2.9% |
$5K - $5.63K
|
13K
$173K
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
345+ 39.66% |
$4.7K - $5.29K
|
1.22K
$16.2K
|
|
Oct 23, 2023
Q3 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
327+ 5.47% |
$4.45K - $5.02K
|
6.31K
$83.9K
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
300New |
$4.09K - $4.6K
|
300
$3.99K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
267+ 1.39% |
$3.64K - $4.1K
|
19.4K
$258K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
253+ 59.67% |
$3.45K - $3.88K
|
677
$9K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
250New |
$3.41K - $3.84K
|
250
$3.33K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
217+ 31.63% |
$2.96K - $3.33K
|
903
$12K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
207+ 1.99% |
$2.82K - $3.18K
|
10.6K
$141K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
201New |
$2.74K - $3.08K
|
201
$2.67K
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
179New |
$2.44K - $2.75K
|
179
$2.38K
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
171+ 0.79% |
$2.33K - $2.62K
|
21.8K
$289K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
159+ 137.07% |
$2.17K - $2.44K
|
275
$3.66K
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
137+ 2.22% |
$1.87K - $2.1K
|
6.3K
$83.7K
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
120+ 0.15% |
$1.63K - $1.84K
|
80.5K
$1.07M
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
120+ 0.33% |
$1.63K - $1.84K
|
37K
$492K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
119+ 850.0% |
$1.62K - $1.83K
|
133
$1.77K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
116+ 5.71% |
$1.58K - $1.78K
|
2.15K
$28.5K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
103New |
$1.4K - $1.58K
|
103
$1.37K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
45New |
$613 - $690
|
45
$599
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
13New |
$177 - $199
|
13
$173
|