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 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-9.39K- 77.35% |
$120K - $134K
|
2.75K
$36.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-10.4K- 5.14% |
$132K - $148K
|
192K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-10.5K- 1.79% |
$134K - $150K
|
577K
$7.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-10.6K- 45.87% |
$135K - $151K
|
12.5K
$168K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-11.3K- 35.58% |
$144K - $161K
|
20.5K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 37.6% |
$148K - $166K
|
19.3K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-12.2K- 11.06% |
$156K - $174K
|
98.3K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-12.8K- 11.1% |
$163K - $182K
|
103K
$1.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-13K- 46.63% |
$165K - $185K
|
14.9K
$199K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.2K- 1.23% |
$168K - $187K
|
1.06M
$14.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-13.7K- 18.5% |
$175K - $195K
|
60.5K
$811K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.1K- 11.2% |
$179K - $200K
|
111K
$1.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-14.5K- 52.19% |
$185K - $206K
|
13.3K
$178K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-15.8K- 40.65% |
$201K - $224K
|
23K
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-15.9K- 12.99% |
$202K - $226K
|
106K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.3K- 49.09% |
$207K - $232K
|
16.9K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-18.2K- 16.39% |
$232K - $259K
|
92.9K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-18.7K- 35.94% |
$239K - $267K
|
33.4K
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-19.8K- 29.28% |
$252K - $281K
|
47.7K
$640K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-21.7K- 5.5% |
$276K - $309K
|
373K
$4.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-24.1K- 80.03% |
$307K - $343K
|
6.02K
$80.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-26.2K- 9.46% |
$334K - $373K
|
251K
$3.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30.9K- 9.57% |
$393K - $439K
|
292K
$3.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
SELL
|
- |
-32.7K- 3.59% |
$417K - $466K
|
879K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-33.4K- 50.41% |
$425K - $475K
|
32.8K
$440K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-35K- 13.22% |
$445K - $497K
|
229K
$3.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-35.6K- 8.57% |
$453K - $506K
|
379K
$5.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-40.7K- 80.07% |
$518K - $579K
|
10.1K
$136K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-49.8K- 28.31% |
$635K - $709K
|
126K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-58.9K- 6.18% |
$750K - $838K
|
893K
$12M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-59.5K- 2.69% |
$758K - $847K
|
2.16M
$28.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-70.7K- 28.08% |
$901K - $1.01M
|
181K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-73.3K- 36.96% |
$933K - $1.04M
|
125K
$1.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-76.7K- 19.39% |
$977K - $1.09M
|
319K
$4.27M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-88.2K- 48.8% |
$1.12M - $1.26M
|
92.5K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-98.7K- 44.76% |
$1.26M - $1.4M
|
122K
$1.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-102K- 59.43% |
$1.29M - $1.44M
|
69.3K
$928K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-111K- 30.73% |
$1.42M - $1.58M
|
251K
$3.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-125K- 11.86% |
$1.59M - $1.77M
|
927K
$12.4M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-146K- 11.82% |
$1.85M - $2.07M
|
1.09M
$14.6M
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
SELL
|
- |
-156K- 44.6% |
$1.98M - $2.22M
|
193K
$2.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-162K- 30.09% |
$2.07M - $2.31M
|
377K
$5.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-164K- 45.51% |
$2.08M - $2.33M
|
196K
$2.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-215K- 62.69% |
$2.74M - $3.06M
|
128K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-230K- 75.08% |
$2.93M - $3.27M
|
76.2K
$1.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-232K- 19.64% |
$2.95M - $3.3M
|
948K
$12.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-277K- 25.95% |
$3.53M - $3.94M
|
790K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-300K- 6.93% |
$3.82M - $4.27M
|
4.03M
$54M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-312K- 61.63% |
$3.98M - $4.45M
|
195K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-343K- 61.47% |
$4.37M - $4.88M
|
215K
$2.88M
|