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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40.2K+ 33.84% |
$512K - $572K
|
159K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36.9KNew |
$470K - $525K
|
36.9K
$463K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
34.2K+ 35.84% |
$435K - $486K
|
129K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
33.3K+ 1.75% |
$424K - $473K
|
1.93M
$24.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
31.6KNew |
$403K - $450K
|
31.6K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
30K+ 4.57% |
$382K - $427K
|
687K
$8.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
29.8KNew |
$379K - $423K
|
29.8K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.3K+ 70.91% |
$373K - $417K
|
70.6K
$885K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.1K+ 9.94% |
$371K - $414K
|
322K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
27.9K+ 6.17% |
$356K - $398K
|
481K
$6.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
26.6K+ 34.89% |
$338K - $378K
|
103K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
26.4K+ 12.23% |
$336K - $376K
|
242K
$3.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
26.1KNew |
$333K - $372K
|
26.1K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
26K+ 9.87% |
$332K - $370K
|
290K
$3.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.3K+ 157.12% |
$323K - $361K
|
41.5K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.5K+ 6.94% |
$300K - $335K
|
362K
$4.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.3K+ 44.67% |
$297K - $331K
|
75.4K
$945K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
23.2KNew |
$296K - $330K
|
23.2K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
22.1KNew |
$281K - $314K
|
22.1K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
21.9KNew |
$279K - $312K
|
21.9K
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
20.9KNew |
$266K - $298K
|
20.9K
$262K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
19.5K+ 4.11% |
$249K - $278K
|
495K
$6.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
19.3K+ 3.22% |
$246K - $275K
|
619K
$7.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.3K+ 137.44% |
$245K - $274K
|
33.3K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
19.1K+ 16.79% |
$243K - $271K
|
133K
$1.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
18.2K+ 25.49% |
$232K - $260K
|
89.8K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18KNew |
$229K - $256K
|
18K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
17.1K+ 71.87% |
$217K - $243K
|
40.8K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
16.9KNew |
$216K - $241K
|
16.9K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
16.9KNew |
$216K - $241K
|
16.9K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
16.7KNew |
$213K - $238K
|
16.7K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
16.6K+ 4.34% |
$211K - $236K
|
398K
$4.99M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
16.4K+ 37.49% |
$209K - $234K
|
60.3K
$756K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15.8KNew |
$202K - $225K
|
15.8K
$199K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
15.6KNew |
$199K - $223K
|
15.6K
$196K
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
15.6KNew |
$199K - $222K
|
15.6K
$196K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.2KNew |
$194K - $216K
|
15.2K
$191K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
14.9K+ 13.28% |
$190K - $212K
|
127K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
14.9K+ 13.11% |
$190K - $212K
|
128K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
14.3K+ 26.95% |
$183K - $204K
|
67.5K
$847K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
14K+ 7.38% |
$179K - $200K
|
204K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.5K+ 10.19% |
$172K - $192K
|
146K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.4KNew |
$171K - $191K
|
13.4K
$168K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
13.2KNew |
$168K - $187K
|
13.2K
$165K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
11.9KNew |
$152K - $170K
|
11.9K
$150K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.8K+ 9.91% |
$151K - $168K
|
131K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
11.8KNew |
$150K - $168K
|
11.8K
$148K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
11.2K+ 20.72% |
$143K - $160K
|
65.4K
$820K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
10.7KNew |
$137K - $153K
|
10.7K
$135K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.5KNew |
$134K - $150K
|
10.5K
$132K
|