Purchases and Sales Made in Q4 2023 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 2023. 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 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
86.7K+ 7.08% |
$1.15M - $1.32M
|
1.31M
$16.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
84K+ 35.64% |
$1.12M - $1.27M
|
320K
$4.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
81.9K+ 58.12% |
$1.09M - $1.24M
|
223K
$2.85M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
77KNew |
$1.02M - $1.17M
|
77K
$985K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
76K+ 19.72% |
$1.01M - $1.15M
|
461K
$5.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
73.3K+ 68.88% |
$975K - $1.11M
|
180K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
69.5K+ 28.75% |
$924K - $1.05M
|
311K
$3.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
68.2K+ 53.76% |
$907K - $1.03M
|
195K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
66.4KNew |
$883K - $1.01M
|
66.4K
$849K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
66.3KNew |
$882K - $1.01M
|
66.3K
$848K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
63KNew |
$838K - $956K
|
63K
$807K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
60.6K+ 17.4% |
$806K - $919K
|
409K
$5.23M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
58.8K+ 55.88% |
$782K - $891K
|
164K
$2.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
58.7K+ 233.67% |
$780K - $890K
|
83.8K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
58.5K+ 60.7% |
$777K - $887K
|
155K
$1.98M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
50.5KNew |
$671K - $766K
|
50.5K
$646K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
47.2KNew |
$628K - $717K
|
47.2K
$605K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
45KNew |
$598K - $682K
|
45K
$576K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
42KNew |
$558K - $637K
|
42K
$537K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
41.3KNew |
$549K - $626K
|
41.3K
$528K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40.3K+ 8.75% |
$536K - $612K
|
501K
$6.42M
|
|
|
Feb 23, 2024
Q4 2023
|
Cim, LLC
|
BUY
|
- |
38.3K+ 13.62% |
$509K - $581K
|
319K
$4.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
38.2K+ 6.84% |
$509K - $580K
|
597K
$7.65M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
36.6K+ 67.79% |
$487K - $555K
|
90.6K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
35.7K+ 7.02% |
$475K - $541K
|
544K
$6.97M
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
35.7KNew |
$474K - $541K
|
35.7K
$457K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
32.9K+ 51.28% |
$437K - $499K
|
97K
$1.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
32.4KNew |
$430K - $491K
|
32.4K
$414K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
31.8K+ 15.14% |
$423K - $483K
|
242K
$3.1M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
31.6KNew |
$420K - $479K
|
31.6K
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
30.6K+ 5.67% |
$407K - $465K
|
571K
$7.31M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
30.4K+ 11.01% |
$404K - $461K
|
306K
$3.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
28.9K+ 13.73% |
$384K - $438K
|
239K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.3K+ 4.15% |
$376K - $429K
|
711K
$9.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
27.7KNew |
$368K - $420K
|
27.7K
$354K
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
26.9K+ 44.35% |
$358K - $408K
|
87.6K
$1.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
25.5KNew |
$339K - $387K
|
25.5K
$326K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
24.4KNew |
$324K - $370K
|
24.4K
$312K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
24.1K+ 25.49% |
$321K - $366K
|
119K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
23KNew |
$306K - $349K
|
23K
$295K
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
22.5KNew |
$299K - $342K
|
22.5K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
20.7KNew |
$275K - $314K
|
20.7K
$265K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19.6K+ 600.15% |
$260K - $297K
|
22.8K
$292K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
19.5KNew |
$259K - $295K
|
19.5K
$249K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
17.8KNew |
$237K - $271K
|
17.8K
$228K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
17.6K+ 11.99% |
$234K - $267K
|
164K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
17.4K+ 3.12% |
$231K - $263K
|
574K
$7.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.9K+ 7.49% |
$224K - $256K
|
242K
$3.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
BUY
|
- |
16.7K+ 18.02% |
$222K - $254K
|
109K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
16.7KNew |
$222K - $253K
|
16.7K
$214K
|