Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.9MNew |
$24.1M - $27.3M
|
1.9M
$25.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.83M+ 7.47% |
$23.2M - $26.3M
|
26.4M
$349M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
931K+ 59605.63% |
$11.8M - $13.4M
|
933K
$12.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
497K+ 43.07% |
$6.29M - $7.13M
|
1.65M
$21.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
492K+ 0.39% |
$6.23M - $7.06M
|
126M
$1.66B
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
431K+ 3043.37% |
$5.46M - $6.19M
|
445K
$5.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
386K+ 11.99% |
$4.89M - $5.54M
|
3.6M
$47.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
364K+ 6.2% |
$4.62M - $5.23M
|
6.24M
$82.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
353K+ 6.26% |
$4.47M - $5.07M
|
5.99M
$79.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
306KNew |
$3.88M - $4.39M
|
306K
$4.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
274K+ 35.57% |
$3.48M - $3.94M
|
1.05M
$13.8M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
264KNew |
$3.35M - $3.8M
|
264K
$3.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
264KNew |
$3.34M - $3.79M
|
264K
$3.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
263K+ 955.73% |
$3.33M - $3.78M
|
291K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
250K+ 26.27% |
$3.17M - $3.59M
|
1.2M
$15.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
216KNew |
$2.74M - $3.1M
|
216K
$2.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
169K+ 84.44% |
$2.14M - $2.43M
|
369K
$4.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
152K+ 2.45% |
$1.93M - $2.18M
|
6.36M
$84M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
146KNew |
$1.85M - $2.1M
|
146K
$1.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
119KNew |
$1.51M - $1.71M
|
119K
$1.57M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
105K+ 9.36% |
$1.34M - $1.51M
|
1.23M
$16.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
95.3KNew |
$1.21M - $1.37M
|
95.3K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
95.3KNew |
$1.21M - $1.37M
|
95.3K
$1.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
92.2K+ 30.4% |
$1.17M - $1.32M
|
396K
$5.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
86.7KNew |
$1.1M - $1.24M
|
86.7K
$1.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
78.9K+ 9.47% |
$999K - $1.13M
|
912K
$12M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
78.3K+ 15.01% |
$992K - $1.12M
|
600K
$7.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
75.3K+ 17.32% |
$954K - $1.08M
|
510K
$6.74M
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
72.5K+ 17.99% |
$918K - $1.04M
|
475K
$6.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
63.2K+ 8.93% |
$801K - $908K
|
771K
$10.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
62.1KNew |
$787K - $892K
|
62.1K
$821K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
59.5K+ 30.97% |
$754K - $855K
|
252K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
53.8K+ 22.53% |
$682K - $773K
|
293K
$3.87M
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
53K+ 5.23% |
$671K - $761K
|
1.07M
$14.1M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
52.3K+ 191.13% |
$662K - $750K
|
79.6K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
49.7K+ 65.2% |
$629K - $713K
|
126K
$1.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
48.5K+ 7.95% |
$614K - $696K
|
658K
$8.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
39.5KNew |
$500K - $567K
|
39.5K
$522K
|
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
38.4K+ 11.86% |
$487K - $551K
|
362K
$4.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
37.3K+ 257.61% |
$472K - $535K
|
51.8K
$684K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
36.1K+ 6.56% |
$457K - $518K
|
586K
$7.74M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
30K+ 20.56% |
$380K - $431K
|
176K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
29.5K+ 8.29% |
$374K - $424K
|
386K
$5.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
28K+ 7.0% |
$355K - $402K
|
428K
$5.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
26.8KNew |
$339K - $385K
|
26.8K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
25.4KNew |
$322K - $365K
|
25.4K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
25.2K+ 159.36% |
$319K - $362K
|
41K
$541K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
24.9KNew |
$315K - $357K
|
24.9K
$329K
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
23.7KNew |
$301K - $341K
|
23.7K
$314K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
23.1KNew |
$293K - $332K
|
23.1K
$306K
|