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 |
|---|---|---|---|---|---|---|---|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-780- 2.94% |
$9.88K - $11.2K
|
25.8K
$343K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-793- 0.42% |
$10K - $11.4K
|
188K
$2.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-855- 27.55% |
$10.8K - $12.3K
|
2.25K
$29.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-882- 0.79% |
$11.2K - $12.7K
|
111K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-936- 6.78% |
$11.9K - $13.4K
|
12.9K
$171K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.09K- 7.89% |
$13.8K - $15.6K
|
12.7K
$169K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.13K- 5.31% |
$14.3K - $16.2K
|
20.2K
$268K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-1.2K- 6.94% |
$15.2K - $17.2K
|
16K
$213K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.26K- 9.72% |
$16K - $18.1K
|
11.7K
$156K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.3K- 3.94% |
$16.5K - $18.7K
|
31.8K
$422K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.45K- 71.44% |
$18.4K - $20.9K
|
581
$7.73K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.46K- 2.15% |
$18.5K - $21K
|
66.5K
$885K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.5K- 9.66% |
$19K - $21.5K
|
14K
$186K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.6K- 3.79% |
$20.2K - $22.9K
|
40.5K
$538K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.6K- 54.71% |
$20.3K - $23K
|
1.33K
$17.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.89K- 11.82% |
$24K - $27.2K
|
14.1K
$188K
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-1.9K- 8.57% |
$24.1K - $27.3K
|
20.3K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.04K- 6.5% |
$25.9K - $29.3K
|
29.4K
$390K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.32K- 0.41% |
$29.4K - $33.3K
|
557K
$7.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.5K- 86.14% |
$31.6K - $35.9K
|
402
$5.35K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.51K- 11.07% |
$31.8K - $36.1K
|
20.2K
$268K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.66K- 8.48% |
$33.7K - $38.2K
|
28.7K
$381K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.91K- 66.49% |
$36.9K - $41.8K
|
1.47K
$19.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.91K- 2.33% |
$36.9K - $41.8K
|
122K
$1.63M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.09K- 3.8% |
$39.1K - $44.3K
|
78K
$1.04M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.15K- 19.4% |
$39.9K - $45.2K
|
13.1K
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.17K- 21.79% |
$40.1K - $45.5K
|
11.4K
$151K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.3K- 0.65% |
$41.8K - $47.3K
|
507K
$6.74M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.3K- 0.65% |
$41.8K - $47.3K
|
507K
$6.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-3.4K- 4.28% |
$43.1K - $48.9K
|
76.1K
$1.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.6K- 13.28% |
$45.5K - $51.6K
|
23.5K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-3.7K- 79.35% |
$46.9K - $53.1K
|
963
$12.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.78K- 7.52% |
$47.9K - $54.3K
|
46.5K
$619K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.94K- 21.78% |
$49.9K - $56.5K
|
14.1K
$188K
|
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.94K- 18.57% |
$49.9K - $56.6K
|
17.3K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.01K- 92.85% |
$50.8K - $57.6K
|
309
$4.11K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.07K- 38.51% |
$51.5K - $58.4K
|
6.49K
$86.3K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.2K- 0.22% |
$53.2K - $60.3K
|
1.88M
$25M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.22K- 21.11% |
$53.4K - $60.6K
|
15.8K
$210K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.3K- 25.68% |
$54.4K - $61.7K
|
12.4K
$165K
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-4.42K- 0.67% |
$56K - $63.4K
|
657K
$8.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.49K- 16.09% |
$56.9K - $64.5K
|
23.4K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-4.5K- 15.86% |
$57K - $64.6K
|
23.9K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-4.62K- 0.21% |
$58.6K - $66.4K
|
2.21M
$29.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-4.8K- 1.14% |
$60.8K - $69K
|
415K
$5.52M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-4.87K- 4.78% |
$61.7K - $69.9K
|
96.9K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-4.98K- 4.62% |
$63.1K - $71.6K
|
103K
$1.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-5.03K- 73.09% |
$63.7K - $72.2K
|
1.85K
$24.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.17K- 7.89% |
$65.5K - $74.2K
|
60.3K
$803K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.2K- 11.78% |
$65.9K - $74.7K
|
38.9K
$518K
|