Purchases and Sales Made in Q4 2023 in Invesco Act Mge Et Cmdt Fd Tr (PDBC)

PDBC Quotes by TradingView

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 06, 2024 Q4 2023
Cullen/Frost Bankers, Inc.

BUY
 -
2.85K
+ 22.02%
$37.9K - $43.2K
15.8K $202K
Feb 09, 2024 Q4 2023
Ever Source Wealth Advisors, LLC

BUY
 -
2.52K
New
$33.6K - $38.3K
2.52K $32.3K
Jan 29, 2024 Q4 2023
Bay Colony Advisory Group, Inc D

BUY
 -
2.37K
+ 17.37%
$31.5K - $35.9K
16K $205K
Jan 18, 2024 Q4 2023
Good Life Advisors, LLC

BUY
 -
2.28K
+ 16.66%
$30.3K - $34.6K
16K $204K
Jan 31, 2024 Q4 2023
Curran Financial Partners, LLC

BUY
 -
2.27K
+ 13.63%
$30.2K - $34.4K
18.9K $242K
Feb 14, 2024 Q4 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
2.25K
+ 48.99%
$29.9K - $34.1K
6.84K $87.5K
Mar 22, 2024 Q4 2023
Livelsberger Financial Advisory

Ashland, OH
BUY
 -
2.23K
New
$29.6K - $33.8K
2.23K $28.5K
Feb 08, 2024 Q4 2023
Eagle Bay Advisors LLC

New York, NY
BUY
 -
2.18K
New
$29K - $33.1K
2.18K $27.9K
Jan 12, 2024 Q4 2023
Twelve Points Wealth Management LLC

BUY
 -
2.07K
+ 13.91%
$27.5K - $31.3K
16.9K $217K
Feb 08, 2024 Q4 2023
Addison Capital CO

BUY
 -
2.04K
+ 14.52%
$27.1K - $31K
16.1K $206K
Feb 08, 2024 Q4 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
1.92K
+ 2.38%
$25.5K - $29.1K
82.5K $1.06M
Jan 24, 2024 Q4 2023
Private Trust CO Na

BUY
 -
1.82K
+ 81.14%
$24.3K - $27.7K
4.07K $52.1K
Mar 07, 2024 Q4 2023
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
1.77K
New
$23.5K - $26.8K
1.77K $22.6K
Jan 05, 2024 Q4 2023
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
1.68K
New
$22.3K - $25.5K
1.68K $21.5K
Feb 20, 2024 Q4 2023
Voisard Asset Management Group, Inc.

Grand Rapids, MI
BUY
 -
1.59K
New
$21.1K - $24.1K
1.59K $20.3K
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
1.57K
New
$20.9K - $23.8K
1.57K $20.1K
Jan 16, 2024 Q4 2023
Security Financial Services, Inc.

BUY
 -
1.57K
+ 13.51%
$20.9K - $23.8K
13.2K $169K
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

BUY
 -
1.54K
+ 250.89%
$20.5K - $23.4K
2.16K $27.6K
Feb 09, 2024 Q4 2023
Hrt Financial LP

New York, NY
BUY
 -
1.51K
+ 3.85%
$20K - $22.9K
40.6K $520K
Jan 18, 2024 Q4 2023
Evanson Asset Management, LLC

BUY
 -
1.47K
+ 4.15%
$19.6K - $22.3K
36.9K $473K
Feb 09, 2024 Q4 2023
Us Bancorp \De\

BUY
 -
1.45K
+ 2.79%
$19.3K - $22.1K
53.7K $687K
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
1.42K
+ 4.1%
$18.8K - $21.5K
36K $461K
Feb 01, 2024 Q4 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
1.39K
New
$18.4K - $21K
1.39K $17.7K
Jan 24, 2024 Q4 2023
Mascoma Wealth Management LLC

BUY
 -
1.38K
New
$18.4K - $21K
1.38K $17.7K
Jan 16, 2024 Q4 2023
Fsc Wealth Advisors, LLC

BUY
 -
1.38K
+ 21.92%
$18.4K - $21K
7.69K $98.4K
Feb 13, 2024 Q4 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1.36K
New
$18.1K - $20.6K
1.36K $17.4K
Feb 12, 2024 Q4 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
1.34K
+ 0.59%
$17.8K - $20.3K
230K $2.94M
Jan 12, 2024 Q4 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.13K
+ 7.64%
$15.1K - $17.2K
16K $204K
Feb 02, 2024 Q4 2023
Headlands Technologies LLC

Chicago, IL
BUY
 -
1.12K
New
$14.9K - $17K
1.12K $14.4K
Feb 13, 2024 Q4 2023
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
990
+ 4.42%
$13.2K - $15K
23.4K $300K
Feb 13, 2024 Q4 2023
Jones Financial Companies Lllp

BUY
 -
985
+ 550.28%
$13.1K - $14.9K
1.16K $14.9K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
970
New
$12.9K - $14.7K
970 $12.4K
Feb 09, 2024 Q4 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
914
+ 1.78%
$12.2K - $13.9K
52.1K $667K
Jan 09, 2024 Q4 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
897
+ 5.74%
$11.9K - $13.6K
16.5K $212K
Feb 13, 2024 Q4 2023
Hm Payson & CO

Portland, ME
BUY
 -
869
New
$11.6K - $13.2K
869 $11.1K
Jan 25, 2024 Q4 2023
Valley National Advisers Inc

BUY
 -
833
New
$11.1K - $12.6K
833 $10.7K
Feb 05, 2024 Q4 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
769
+ 2.6%
$10.2K - $11.7K
30.4K $389K
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
662
+ 68.04%
$8.8K - $10K
1.64K $20.9K
Jan 19, 2024 Q4 2023
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
640
+ 5.6%
$8.51K - $9.71K
12.1K $154K
Feb 12, 2024 Q4 2023
Dunhill Financial, LLC

London, X0
BUY
 -
606
New
$8.06K - $9.19K
606 $7.76K
Mar 01, 2024 Q4 2023
Creekmur Asset Management LLC

Morton, IL
BUY
 -
594
New
$7.9K - $9.01K
594 $7.6K
Feb 06, 2024 Q4 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
561
+ 3.8%
$7.46K - $8.51K
15.3K $196K
Jan 30, 2024 Q4 2023
Dgs Capital Management, LLC

BUY
 -
550
+ 2.98%
$7.32K - $8.34K
19K $243K
Jan 31, 2024 Q4 2023
Flynn Zito Capital Management, LLC

BUY
 -
544
+ 4.08%
$7.24K - $8.25K
13.9K $178K
Jan 11, 2024 Q4 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
541
New
$7.2K - $8.21K
541 $6.92K
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
474
New
$6.3K - $7.19K
474 $6.07K
Feb 07, 2024 Q4 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
444
+ 2.04%
$5.91K - $6.74K
22.2K $284K
Jan 30, 2024 Q4 2023
Archer Investment Corp

BUY
 -
431
+ 4.06%
$5.73K - $6.54K
11K $141K
Jan 30, 2024 Q4 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
425
New
$5.65K - $6.45K
425 $5.44K

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