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 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.2K+ 658.7% |
$117K - $131K
|
10.6K
$137K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
9.08K+ 6.97% |
$116K - $129K
|
139K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
8.55K+ 1.49% |
$109K - $122K
|
583K
$7.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
8.32K+ 13.51% |
$106K - $118K
|
69.9K
$901K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.03K+ 10.28% |
$102K - $114K
|
86.1K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
7.98K+ 6.41% |
$102K - $114K
|
132K
$1.71M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.86K+ 53.81% |
$100K - $112K
|
22.5K
$290K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
7.72K+ 1.8% |
$98.3K - $110K
|
436K
$5.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
7.32K+ 19.8% |
$93.2K - $104K
|
44.3K
$571K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.06K+ 31.33% |
$89.9K - $100K
|
29.6K
$381K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.01K+ 26.29% |
$89.3K - $99.8K
|
33.7K
$434K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.73K+ 5.35% |
$85.8K - $95.8K
|
133K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.36K+ 11.39% |
$81.1K - $90.5K
|
62.2K
$802K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.47K+ 10.53% |
$69.7K - $77.9K
|
57.4K
$740K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.35K+ 1.82% |
$68.1K - $76.1K
|
298K
$3.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.92K+ 43.28% |
$62.7K - $70K
|
16.3K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
4.9KNew |
$62.4K - $69.7K
|
4.9K
$63.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.63K+ 1.59% |
$59K - $65.9K
|
295K
$3.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.28KNew |
$54.5K - $60.9K
|
4.28K
$55.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
4.23K+ 9.54% |
$53.9K - $60.2K
|
48.5K
$626K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.05K+ 9.65% |
$51.6K - $57.7K
|
46.1K
$594K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
3.26KNew |
$41.5K - $46.3K
|
3.26K
$42K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.03K+ 30.04% |
$38.5K - $43K
|
13.1K
$169K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.91K+ 7.14% |
$37K - $41.4K
|
43.6K
$562K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.85K+ 1.81% |
$36.3K - $40.6K
|
160K
$2.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.83K+ 11.18% |
$36K - $40.3K
|
28.1K
$363K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.81K+ 3.08% |
$35.8K - $40K
|
94.1K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.8K+ 13.85% |
$35.6K - $39.8K
|
23K
$296K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.67K+ 5.23% |
$34K - $38K
|
53.7K
$692K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2.48KNew |
$31.5K - $35.2K
|
2.48K
$31.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
2.41K+ 8.56% |
$30.7K - $34.3K
|
30.5K
$394K
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
2.35K+ 18.96% |
$29.9K - $33.4K
|
14.7K
$190K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.2K+ 0.68% |
$28K - $31.2K
|
324K
$4.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.02K+ 7.8% |
$25.7K - $28.7K
|
27.9K
$360K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.92K+ 9.54% |
$24.4K - $27.3K
|
22K
$283K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.88K+ 10.53% |
$23.9K - $26.7K
|
19.7K
$254K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.83K+ 1.27% |
$23.3K - $26K
|
145K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
1.82K+ 6.58% |
$23.2K - $25.9K
|
29.5K
$380K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.66K+ 4.49% |
$21.1K - $23.6K
|
38.6K
$497K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.65K+ 5.71% |
$21K - $23.4K
|
30.5K
$393K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
1.57KNew |
$20K - $22.4K
|
1.57K
$20.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.5K+ 102.18% |
$19.1K - $21.3K
|
2.97K
$38.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.37K+ 0.76% |
$17.4K - $19.4K
|
182K
$2.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.3K+ 40.77% |
$16.6K - $18.5K
|
4.49K
$57.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.25K+ 3.61% |
$15.9K - $17.8K
|
35.9K
$463K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.24K+ 0.72% |
$15.8K - $17.7K
|
173K
$2.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.2K+ 17157.14% |
$15.3K - $17.1K
|
1.21K
$15.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.2K+ 5.12% |
$15.2K - $17K
|
24.6K
$317K
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
958New |
$12.2K - $13.6K
|
958
$12.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
882+ 3.36% |
$11.2K - $12.6K
|
27.1K
$350K
|