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 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
15New |
$191 - $213
|
15
$202
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14+ 4.53% |
$178 - $199
|
323
$4.35K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
12+ 1.41% |
$153 - $171
|
863
$11.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
10+ 4.76% |
$127 - $142
|
220
$2.96K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 0.27% |
$102 - $114
|
3K
$40.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4New |
$51 - $56.9
|
4
$53.8
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30- 40.0% |
$382 - $427
|
45
$606
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-50- 6.18% |
$637 - $712
|
759
$10.2K
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-54- 0.13% |
$688 - $768
|
41.4K
$557K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-57- 1.24% |
$726 - $811
|
4.54K
$61K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-65- 4.16% |
$828 - $925
|
1.5K
$20.1K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-69- 0.49% |
$879 - $982
|
14.1K
$190K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-73- 0.51% |
$930 - $1.04K
|
14.1K
$190K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-73- 7.9% |
$930 - $1.04K
|
851
$11.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-89- 4.01% |
$1.13K - $1.27K
|
2.13K
$28.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-116- 0.54% |
$1.48K - $1.65K
|
21.2K
$285K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-129- 0.91% |
$1.64K - $1.84K
|
14K
$188K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-136- 62.96% |
$1.73K - $1.94K
|
80
$1.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-159- 1.48% |
$2.03K - $2.26K
|
10.6K
$142K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-176- 8.15% |
$2.24K - $2.5K
|
1.98K
$26.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-181- 1.05% |
$2.31K - $2.58K
|
17.1K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-197- 0.67% |
$2.51K - $2.8K
|
29.2K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-210- 3.5% |
$2.68K - $2.99K
|
5.8K
$78K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-230- 4.73% |
$2.93K - $3.27K
|
4.64K
$62.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-237- 5.11% |
$3.02K - $3.37K
|
4.4K
$59.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-250- 1.44% |
$3.19K - $3.56K
|
17.1K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-264- 97.42% |
$3.36K - $3.76K
|
7
$94.2
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-325- 16.05% |
$4.14K - $4.62K
|
1.7K
$22.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-401- 99.75% |
$5.11K - $5.71K
|
1
$13.5
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-431- 44.76% |
$5.49K - $6.13K
|
532
$7.16K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-448- 2.07% |
$5.71K - $6.38K
|
21.2K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-545- 1.38% |
$6.94K - $7.76K
|
38.9K
$524K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-546- 30.93% |
$6.96K - $7.77K
|
1.22K
$16.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-567- 1.32% |
$7.22K - $8.07K
|
42.2K
$569K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-639- 5.33% |
$8.14K - $9.09K
|
11.3K
$153K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-651- 49.06% |
$8.29K - $9.26K
|
676
$9.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-658- 1.76% |
$8.38K - $9.36K
|
36.8K
$495K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-752- 6.05% |
$9.58K - $10.7K
|
11.7K
$157K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-764- 1.16% |
$9.73K - $10.9K
|
64.9K
$873K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-806- 5.11% |
$10.3K - $11.5K
|
15K
$201K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-825- 15.8% |
$10.5K - $11.7K
|
4.4K
$59.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-921- 2.65% |
$11.7K - $13.1K
|
33.8K
$455K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-964- 4.78% |
$12.3K - $13.7K
|
19.2K
$258K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-985- 43.82% |
$12.5K - $14K
|
1.26K
$17K
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.02K- 1.12% |
$13K - $14.5K
|
90.1K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.04K- 2.67% |
$13.2K - $14.8K
|
37.9K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 8.12% |
$13.3K - $14.9K
|
11.8K
$159K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.08K- 0.6% |
$13.7K - $15.3K
|
180K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.08K- 4.91% |
$13.8K - $15.4K
|
20.9K
$282K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.08K- 54.02% |
$13.8K - $15.4K
|
921
$12.4K
|