Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
210KNew |
$2.67M - $2.99M
|
210K
$2.87M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
159KNew |
$2.03M - $2.27M
|
159K
$2.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
70.5K+ 19.1% |
$898K - $1M
|
439K
$6M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
47K+ 2.5% |
$598K - $668K
|
1.93M
$26.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
30K+ 4.57% |
$382K - $427K
|
687K
$9.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
29.8KNew |
$379K - $423K
|
29.8K
$406K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
16.6K+ 4.34% |
$211K - $236K
|
398K
$5.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
13.2KNew |
$168K - $187K
|
13.2K
$180K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
8.32K+ 13.51% |
$106K - $118K
|
69.9K
$955K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.06K+ 31.33% |
$89.9K - $100K
|
29.6K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.05K+ 9.65% |
$51.6K - $57.7K
|
46.1K
$629K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.03K+ 30.04% |
$38.5K - $43K
|
13.1K
$179K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.83K+ 11.18% |
$36K - $40.3K
|
28.1K
$384K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.2K+ 0.68% |
$28K - $31.2K
|
324K
$4.42M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.66K+ 4.49% |
$21.1K - $23.6K
|
38.6K
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
1.57KNew |
$20K - $22.4K
|
1.57K
$21.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.3K+ 40.77% |
$16.6K - $18.5K
|
4.49K
$61.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
301+ 0.59% |
$3.83K - $4.28K
|
51.5K
$704K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
154New |
$1.96K - $2.19K
|
154
$2.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
62+ 4.48% |
$790 - $882
|
1.45K
$19.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
57New |
$726 - $811
|
57
$779
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
10+ 4.76% |
$127 - $142
|
220
$3.01K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-50- 6.18% |
$637 - $712
|
759
$10.4K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-54- 0.13% |
$688 - $768
|
41.4K
$565K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-325- 16.05% |
$4.14K - $4.62K
|
1.7K
$23.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-448- 2.07% |
$5.71K - $6.38K
|
21.2K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.6K- 1.89% |
$20.4K - $22.8K
|
83.1K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.04K- 6.25% |
$38.7K - $43.2K
|
45.6K
$623K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.06K- 7.4% |
$39K - $43.6K
|
38.3K
$523K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-4.25K- 20.91% |
$54.1K - $60.4K
|
16.1K
$219K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.55K- 0.43% |
$57.9K - $64.7K
|
1.04M
$14.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-10.4K- 5.14% |
$132K - $148K
|
192K
$2.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
SELL
|
- |
-32.7K- 3.59% |
$417K - $466K
|
879K
$12M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-88.2K- 48.8% |
$1.12M - $1.26M
|
92.5K
$1.26M
|