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 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.3K+ 40.77% |
$16.6K - $18.5K
|
4.49K
$59.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.2K+ 5.12% |
$15.2K - $17K
|
24.6K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
739+ 2.87% |
$9.41K - $10.5K
|
26.5K
$353K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
703+ 553.54% |
$8.96K - $10K
|
830
$11K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
685New |
$8.73K - $9.75K
|
685
$9.12K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
611New |
$7.78K - $8.69K
|
611
$8.13K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
601New |
$7.66K - $8.55K
|
601
$8K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
583New |
$7.43K - $8.3K
|
583
$7.76K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
578+ 2.54% |
$7.36K - $8.22K
|
23.3K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
326+ 4.47% |
$4.15K - $4.64K
|
7.62K
$101K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
301+ 0.59% |
$3.83K - $4.28K
|
51.5K
$686K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
259+ 32.99% |
$3.3K - $3.69K
|
1.04K
$13.9K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
154New |
$1.96K - $2.19K
|
154
$2.05K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
106New |
$1.35K - $1.51K
|
106
$1.41K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
72+ 4.49% |
$917 - $1.02K
|
1.68K
$22.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
64New |
$815 - $911
|
64
$852
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
62+ 4.48% |
$790 - $882
|
1.45K
$19.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
57New |
$726 - $811
|
57
$759
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
25+ 5.02% |
$319 - $356
|
523
$6.96K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
12+ 1.41% |
$153 - $171
|
863
$11.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
10+ 4.76% |
$127 - $142
|
220
$2.93K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 0.27% |
$102 - $114
|
3K
$40K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4New |
$51 - $56.9
|
4
$53.2
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-50- 6.18% |
$637 - $712
|
759
$10.1K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-54- 0.13% |
$688 - $768
|
41.4K
$551K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-57- 1.24% |
$726 - $811
|
4.54K
$60.4K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-69- 0.49% |
$879 - $982
|
14.1K
$187K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-73- 7.9% |
$930 - $1.04K
|
851
$11.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-129- 0.91% |
$1.64K - $1.84K
|
14K
$186K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-136- 62.96% |
$1.73K - $1.94K
|
80
$1.06K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-176- 8.15% |
$2.24K - $2.5K
|
1.98K
$26.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-181- 1.05% |
$2.31K - $2.58K
|
17.1K
$228K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-325- 16.05% |
$4.14K - $4.62K
|
1.7K
$22.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-448- 2.07% |
$5.71K - $6.38K
|
21.2K
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-546- 30.93% |
$6.96K - $7.77K
|
1.22K
$16.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-567- 1.32% |
$7.22K - $8.07K
|
42.2K
$562K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-639- 5.33% |
$8.14K - $9.09K
|
11.3K
$151K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-651- 49.06% |
$8.29K - $9.26K
|
676
$9K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-658- 1.76% |
$8.38K - $9.36K
|
36.8K
$489K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-825- 15.8% |
$10.5K - $11.7K
|
4.4K
$58.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-921- 2.65% |
$11.7K - $13.1K
|
33.8K
$450K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-985- 43.82% |
$12.5K - $14K
|
1.26K
$16.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.08K- 4.91% |
$13.8K - $15.4K
|
20.9K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.08K- 54.02% |
$13.8K - $15.4K
|
921
$12.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.1K- 6.81% |
$14K - $15.6K
|
15K
$199K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.22K- 65.93% |
$15.6K - $17.4K
|
631
$8.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.26K- 1.49% |
$16K - $17.9K
|
83.2K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.5K- 6.25% |
$19.1K - $21.3K
|
22.4K
$299K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.6K- 1.89% |
$20.4K - $22.8K
|
83.1K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.89K- 3.37% |
$24K - $26.9K
|
54.1K
$721K
|