Latest Institutional Sells of Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This list provides information on the latest institutional transactions involving Invesco Act Mge Et Cmdt Fd Tr (PDBC) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-68- 39.08% |
$904 - $1.03K
|
106
$1.42K
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-36.8K- 6.94% |
$502K - $565K
|
494K
$6.62M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-23K- 46.48% |
$313K - $352K
|
26.4K
$354K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.65K- 30.19% |
$104K - $117K
|
17.7K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.45K- 16.13% |
$33.4K - $37.6K
|
12.8K
$171K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.39K- 13.23% |
$32.5K - $36.6K
|
15.7K
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.31K- 18.02% |
$31.5K - $35.5K
|
10.5K
$141K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.61K- 4.15% |
$21.9K - $24.7K
|
37.1K
$498K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.48K- 12.02% |
$20.2K - $22.7K
|
10.9K
$145K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.32K- 91.17% |
$18K - $20.3K
|
128
$1.72K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-476- 4.07% |
$6.48K - $7.3K
|
11.2K
$150K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-282- 1.37% |
$3.84K - $4.33K
|
20.3K
$272K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-231- 10.01% |
$3.15K - $3.54K
|
2.08K
$27.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-78- 6.35% |
$1.06K - $1.2K
|
1.15K
$15.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-35- 0.04% |
$477 - $537
|
95.1K
$1.27M
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-590K- 79.96% |
$7.8M - $8.65M
|
148K
$1.98M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-355K- 96.11% |
$4.7M - $5.2M
|
14.4K
$192K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-171K- 84.27% |
$2.27M - $2.51M
|
32K
$428K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-69.2K- 86.56% |
$916K - $1.01M
|
10.7K
$144K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-10.5K- 33.52% |
$139K - $154K
|
20.8K
$278K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-10.3K- 97.46% |
$137K - $152K
|
270
$3.62K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8.14K- 89.77% |
$108K - $119K
|
928
$12.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-7.05K- 24.31% |
$93.3K - $103K
|
22K
$294K
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-6K- 23.46% |
$79.4K - $88K
|
19.6K
$262K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.76K- 56.34% |
$23.3K - $25.8K
|
1.36K
$18.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.47K- 8.6% |
$19.5K - $21.6K
|
15.7K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.23K- 0.07% |
$16.3K - $18K
|
1.73M
$23.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-309- 6.11% |
$4.09K - $4.53K
|
4.75K
$63.6K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-47.5K- 41.41% |
$645K - $720K
|
67.2K
$900K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-39.1K- 71.49% |
$532K - $594K
|
15.6K
$209K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-32.9KClosed |
$447K - $499K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-23.2K- 57.93% |
$315K - $351K
|
16.8K
$225K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-15.4K- 34.72% |
$209K - $233K
|
28.9K
$388K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-13.4K- 13.7% |
$182K - $203K
|
84.5K
$1.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-12.5K- 40.97% |
$170K - $190K
|
18K
$241K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-12.1K- 49.31% |
$164K - $183K
|
12.4K
$166K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-7.56K- 38.4% |
$103K - $115K
|
12.1K
$162K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-6.41K- 38.58% |
$87K - $97.2K
|
10.2K
$137K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-5.43K- 34.52% |
$73.7K - $82.4K
|
10.3K
$138K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.69K- 23.38% |
$63.6K - $71.1K
|
15.4K
$206K
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-4.52K- 25.79% |
$61.4K - $68.6K
|
13K
$174K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.46K- 10.32% |
$33.4K - $37.3K
|
21.4K
$287K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.97K- 6.48% |
$26.8K - $29.9K
|
28.4K
$381K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-523- 68.64% |
$7.1K - $7.93K
|
239
$3.2K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 26.56% |
$2.72K - $3.03K
|
553
$7.41K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-115- 0.97% |
$1.56K - $1.74K
|
11.7K
$157K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-103Closed |
$1.4K - $1.56K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.91M- 93.23% |
$56.1M - $70.1M
|
284K
$3.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-322K- 75.8% |
$4.62M - $5.78M
|
103K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-288K- 87.79% |
$4.13M - $5.16M
|
40K
$536K
|
|