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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
700New |
$8.87K - $10.1K
|
700
$9.56K
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
658+ 1.36% |
$8.34K - $9.45K
|
49.1K
$671K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
625New |
$7.92K - $8.98K
|
625
$8.54K
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
617+ 1.22% |
$7.82K - $8.86K
|
51.2K
$700K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
603+ 1.39% |
$7.64K - $8.66K
|
43.9K
$599K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
561+ 1.35% |
$7.11K - $8.06K
|
42K
$574K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
539+ 0.27% |
$6.83K - $7.74K
|
198K
$2.71M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
538New |
$6.82K - $7.73K
|
538
$7.35K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
430New |
$5.45K - $6.17K
|
430
$5.87K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
381New |
$4.83K - $5.47K
|
381
$5.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
365+ 75.1% |
$4.62K - $5.24K
|
851
$11.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
322New |
$4.08K - $4.62K
|
322
$4.4K
|
|
|
Oct 09, 2024
Q3 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
275+ 0.67% |
$3.48K - $3.95K
|
41.4K
$566K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
218+ 0.82% |
$2.76K - $3.13K
|
26.7K
$365K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
200New |
$2.53K - $2.87K
|
200
$2.73K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
198+ 0.66% |
$2.51K - $2.84K
|
30.1K
$412K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
175+ 3.73% |
$2.22K - $2.51K
|
4.87K
$66.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
71New |
$900 - $1.02K
|
71
$970
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
67+ 0.06% |
$849 - $962
|
115K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
56+ 0.3% |
$710 - $804
|
18.5K
$253K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
35+ 2.53% |
$443 - $503
|
1.42K
$19.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
33New |
$418 - $474
|
33
$451
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
32New |
$405 - $460
|
32
$437
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18+ 0.91% |
$228 - $258
|
2K
$27.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
15+ 7.69% |
$190 - $215
|
210
$2.87K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
7New |
$88.7 - $101
|
7
$95.6
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6+ 0.38% |
$76 - $86.2
|
1.6K
$21.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-43- 0.05% |
$545 - $617
|
91.3K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-44- 0.06% |
$557 - $632
|
74.3K
$1.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-89- 0.04% |
$1.13K - $1.28K
|
252K
$3.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-99- 0.18% |
$1.25K - $1.42K
|
55.9K
$763K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-158- 8.22% |
$2K - $2.27K
|
1.77K
$24.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-160- 58.82% |
$2.03K - $2.3K
|
112
$1.53K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-199- 0.13% |
$2.52K - $2.86K
|
157K
$2.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-207- 2.76% |
$2.62K - $2.97K
|
7.29K
$99.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-244- 0.59% |
$3.09K - $3.5K
|
41.4K
$565K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-260- 0.89% |
$3.29K - $3.73K
|
28.8K
$394K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-263- 7.62% |
$3.33K - $3.78K
|
3.19K
$43.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-300- 0.77% |
$3.8K - $4.31K
|
38.6K
$527K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-329- 1.87% |
$4.17K - $4.72K
|
17.3K
$236K
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-337- 3.15% |
$4.27K - $4.84K
|
10.4K
$142K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-407- 2.79% |
$5.16K - $5.84K
|
14.2K
$194K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-410- 1.01% |
$5.19K - $5.89K
|
40K
$547K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-412- 65.61% |
$5.22K - $5.92K
|
216
$2.95K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-487- 16.45% |
$6.17K - $6.99K
|
2.47K
$33.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-488- 12.0% |
$6.18K - $7.01K
|
3.58K
$48.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-506- 4.51% |
$6.41K - $7.27K
|
10.7K
$146K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-669- 1.76% |
$8.48K - $9.61K
|
37.4K
$511K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-715- 0.55% |
$9.06K - $10.3K
|
128K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-746- 94.79% |
$9.45K - $10.7K
|
41
$560
|