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
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
767+ 0.6% |
$9.77K - $10.9K
|
130K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
763New |
$9.72K - $10.9K
|
763
$10.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
739+ 2.87% |
$9.41K - $10.5K
|
26.5K
$357K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
703+ 553.54% |
$8.96K - $10K
|
830
$11.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
685+ 2.21% |
$8.73K - $9.75K
|
31.7K
$427K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
685New |
$8.73K - $9.75K
|
685
$9.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
617+ 0.22% |
$7.86K - $8.78K
|
278K
$3.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
612+ 4.41% |
$7.8K - $8.71K
|
14.5K
$195K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
611New |
$7.78K - $8.69K
|
611
$8.22K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
601New |
$7.66K - $8.55K
|
601
$8.09K
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
600New |
$7.64K - $8.54K
|
600
$8.08K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
583New |
$7.43K - $8.3K
|
583
$7.85K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
578+ 2.54% |
$7.36K - $8.22K
|
23.3K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
568New |
$7.24K - $8.08K
|
568
$7.65K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
527+ 0.41% |
$6.71K - $7.5K
|
129K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
500+ 4.28% |
$6.37K - $7.12K
|
12.2K
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
476+ 2.65% |
$6.06K - $6.77K
|
18.5K
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
449+ 77.28% |
$5.72K - $6.39K
|
1.03K
$13.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
403New |
$5.13K - $5.73K
|
403
$5.42K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
391New |
$4.98K - $5.56K
|
391
$5.26K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
326+ 4.47% |
$4.15K - $4.64K
|
7.62K
$103K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
301+ 0.59% |
$3.83K - $4.28K
|
51.5K
$694K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
265+ 1.44% |
$3.38K - $3.77K
|
18.7K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
259+ 32.99% |
$3.3K - $3.69K
|
1.04K
$14.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
224+ 1.11% |
$2.85K - $3.19K
|
20.4K
$274K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
214New |
$2.73K - $3.05K
|
214
$2.88K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
210New |
$2.68K - $2.99K
|
210
$2.83K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
209+ 1.42% |
$2.66K - $2.97K
|
14.9K
$200K
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
201New |
$2.56K - $2.86K
|
201
$2.71K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
189New |
$2.41K - $2.69K
|
189
$2.54K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
154New |
$1.96K - $2.19K
|
154
$2.07K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
142New |
$1.81K - $2.02K
|
142
$1.91K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
116New |
$1.48K - $1.65K
|
116
$1.56K
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
112+ 0.77% |
$1.43K - $1.59K
|
14.6K
$197K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
108New |
$1.38K - $1.54K
|
108
$1.45K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
106New |
$1.35K - $1.51K
|
106
$1.43K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
82New |
$1.04K - $1.17K
|
82
$1.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
76+ 1.11% |
$968 - $1.08K
|
6.91K
$93K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
72+ 4.49% |
$917 - $1.02K
|
1.68K
$22.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
64New |
$815 - $911
|
64
$861
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
62+ 4.48% |
$790 - $882
|
1.45K
$19.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
62New |
$790 - $882
|
62
$835
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
57New |
$726 - $811
|
57
$767
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
49+ 2.72% |
$624 - $697
|
1.85K
$24.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
27+ 4.46% |
$344 - $384
|
633
$8.52K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
25+ 5.02% |
$319 - $356
|
523
$7.04K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
25New |
$319 - $356
|
25
$337
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
23+ 3.09% |
$293 - $327
|
767
$10.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
22+ 0.01% |
$280 - $313
|
252K
$3.39M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
16+ 0.1% |
$204 - $228
|
16.5K
$222K
|