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 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.1K- 6.81% |
$14K - $15.6K
|
15K
$202K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.22K- 65.93% |
$15.6K - $17.4K
|
631
$8.49K
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.26K- 1.49% |
$16K - $17.9K
|
83.2K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.33K- 1.67% |
$16.9K - $18.9K
|
78.3K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.35K- 2.03% |
$17.2K - $19.2K
|
65.2K
$877K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.5K- 6.25% |
$19.1K - $21.3K
|
22.4K
$302K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.51K- 61.03% |
$19.2K - $21.5K
|
964
$13K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.6K- 1.89% |
$20.4K - $22.8K
|
83.1K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.73K- 0.55% |
$22.1K - $24.6K
|
316K
$4.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.89K- 3.37% |
$24K - $26.9K
|
54.1K
$729K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-1.94K- 12.12% |
$24.8K - $27.7K
|
14.1K
$190K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2K- 4.3% |
$25.5K - $28.5K
|
44.5K
$599K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.05K- 2.11% |
$26.1K - $29.1K
|
94.9K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.29K- 64.13% |
$29.2K - $32.6K
|
1.28K
$17.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.33K- 35.85% |
$29.6K - $33.1K
|
4.16K
$56K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.55K- 18.41% |
$32.5K - $36.3K
|
11.3K
$152K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.56K- 15.15% |
$32.7K - $36.5K
|
14.4K
$193K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-2.72K- 2.65% |
$34.7K - $38.7K
|
100K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.86K- 7.41% |
$36.4K - $40.7K
|
35.7K
$480K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.92K- 12.47% |
$37.2K - $41.6K
|
20.5K
$276K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.04K- 6.25% |
$38.7K - $43.2K
|
45.6K
$614K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.04K- 6.99% |
$38.8K - $43.3K
|
40.5K
$545K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.06K- 7.4% |
$39K - $43.6K
|
38.3K
$516K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.5K- 24.25% |
$44.5K - $49.7K
|
10.9K
$147K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.57K- 25.24% |
$45.4K - $50.8K
|
10.6K
$142K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3.59K- 22.79% |
$45.8K - $51.1K
|
12.2K
$164K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.64K- 6.03% |
$46.4K - $51.8K
|
56.7K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.21K- 2.24% |
$53.6K - $59.9K
|
184K
$2.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-4.25K- 20.91% |
$54.1K - $60.4K
|
16.1K
$216K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.55K- 0.43% |
$57.9K - $64.7K
|
1.04M
$14M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.59K- 6.4% |
$58.5K - $65.4K
|
67.1K
$904K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.95K- 10.55% |
$63K - $70.4K
|
41.9K
$564K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-5.48K- 0.62% |
$69.9K - $78K
|
879K
$11.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-5.66K- 21.18% |
$72.1K - $80.5K
|
21.1K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.67K- 25.68% |
$72.2K - $80.6K
|
16.4K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-5.77K- 30.38% |
$73.5K - $82.1K
|
13.2K
$178K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.78K- 34.07% |
$73.7K - $82.3K
|
11.2K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.99K- 6.47% |
$76.3K - $85.2K
|
86.5K
$1.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-6.74K- 1.5% |
$85.8K - $95.9K
|
443K
$5.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-7.19K- 46.45% |
$91.7K - $102K
|
8.29K
$112K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.76K- 14.56% |
$98.8K - $110K
|
45.5K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.79K- 16.88% |
$99.3K - $111K
|
38.4K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.07K- 18.73% |
$103K - $115K
|
35K
$471K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9.39K- 77.35% |
$120K - $134K
|
2.75K
$37K
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-10.4K- 5.14% |
$132K - $148K
|
192K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-10.5K- 1.79% |
$134K - $150K
|
577K
$7.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-10.6K- 45.87% |
$135K - $151K
|
12.5K
$169K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-11.3K- 35.58% |
$144K - $161K
|
20.5K
$275K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 37.6% |
$148K - $166K
|
19.3K
$260K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-12.2K- 11.06% |
$156K - $174K
|
98.3K
$1.32M
|