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 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.96K+ 21.9% |
$75.5K - $85.6K
|
33.2K
$438K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.79K+ 51.71% |
$73.3K - $83.1K
|
17K
$224K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.72K+ 3.46% |
$72.4K - $82.1K
|
171K
$2.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
5.26K+ 10.75% |
$66.6K - $75.5K
|
54.2K
$716K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
5.22KNew |
$66.2K - $75K
|
5.22K
$69K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.88K+ 27.6% |
$61.8K - $70K
|
22.5K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.87K+ 28.28% |
$61.6K - $69.9K
|
22.1K
$292K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.82K+ 3.47% |
$61K - $69.1K
|
144K
$1.9M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
4.81K+ 4.02% |
$61K - $69.1K
|
124K
$1.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
4.38K+ 19.63% |
$55.4K - $62.8K
|
26.7K
$352K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.33K+ 12.64% |
$54.9K - $62.2K
|
38.6K
$510K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
4.2K+ 3.04% |
$53.2K - $60.3K
|
142K
$1.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
4.2K+ 10.87% |
$53.2K - $60.3K
|
42.8K
$566K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.18K+ 3.93% |
$52.9K - $60K
|
111K
$1.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
4.06K+ 16.88% |
$51.5K - $58.3K
|
28.1K
$372K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.72K+ 8.75% |
$47.1K - $53.3K
|
46.2K
$610K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
3.6K+ 8.86% |
$45.7K - $51.8K
|
44.3K
$585K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.6K+ 29.56% |
$45.6K - $51.6K
|
15.8K
$208K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.45K+ 4.25% |
$43.7K - $49.5K
|
84.7K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.78K+ 2.97% |
$35.2K - $39.8K
|
96.4K
$1.27M
|
|
|
Apr 01, 2025
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
2.72K+ 18.83% |
$34.4K - $39K
|
17.2K
$227K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.67K+ 16.39% |
$33.9K - $38.4K
|
19K
$251K
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
2.64K+ 1.32% |
$33.4K - $37.9K
|
202K
$2.67M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.61KNew |
$33.1K - $37.5K
|
2.61K
$34.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.07K+ 80.43% |
$26.2K - $29.7K
|
4.64K
$61.3K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
1.84K+ 0.53% |
$23.4K - $26.5K
|
349K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.8KNew |
$22.8K - $25.8K
|
1.8K
$23.8K
|
|
|
Mar 04, 2025
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.78K+ 7.28% |
$22.6K - $25.6K
|
26.2K
$347K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.78K+ 7.28% |
$22.6K - $25.6K
|
26.2K
$347K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.77KNew |
$22.5K - $25.4K
|
1.77K
$23.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.73K+ 0.55% |
$22K - $24.9K
|
317K
$4.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.58K+ 3.13% |
$20K - $22.6K
|
52K
$686K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.51K+ 11.94% |
$19.1K - $21.7K
|
14.1K
$187K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.46K+ 7.21% |
$18.5K - $20.9K
|
21.7K
$286K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.42KNew |
$18K - $20.4K
|
1.42K
$18.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.4KNew |
$17.7K - $20.1K
|
1.4K
$18.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.31K+ 6.98% |
$16.6K - $18.9K
|
20.1K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.23K+ 0.43% |
$15.5K - $17.6K
|
287K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.21K+ 0.21% |
$15.3K - $17.3K
|
588K
$7.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
1.09K+ 4.76% |
$13.8K - $15.6K
|
23.9K
$316K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1KNew |
$12.7K - $14.4K
|
1K
$13.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
934New |
$11.8K - $13.4K
|
934
$12.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
897New |
$11.4K - $12.9K
|
897
$11.8K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
851New |
$10.8K - $12.2K
|
851
$11.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
822+ 3.65% |
$10.4K - $11.8K
|
23.4K
$309K
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
818+ 3.26% |
$10.4K - $11.7K
|
25.9K
$342K
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
811+ 1.62% |
$10.3K - $11.6K
|
50.8K
$671K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
764+ 1.18% |
$9.68K - $11K
|
65.6K
$867K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
759New |
$9.62K - $10.9K
|
759
$10K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
754+ 3.9% |
$9.55K - $10.8K
|
20.1K
$265K
|