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 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.73M+ 6.54% |
$22M - $24.5M
|
28.1M
$374M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
994KNew |
$12.7M - $14.1M
|
994K
$13.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
645KNew |
$8.22M - $9.18M
|
645K
$8.58M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
395KNew |
$5.04M - $5.62M
|
395K
$5.26M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
259KNew |
$3.3M - $3.69M
|
259K
$3.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
210KNew |
$2.67M - $2.99M
|
210K
$2.79M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
159KNew |
$2.03M - $2.27M
|
159K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
146KNew |
$1.87M - $2.08M
|
146K
$1.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
132K+ 1012.35% |
$1.69M - $1.88M
|
146K
$1.94M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
113K+ 204.77% |
$1.43M - $1.6M
|
168K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
70.5K+ 19.1% |
$898K - $1M
|
439K
$5.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
47K+ 2.5% |
$598K - $668K
|
1.93M
$25.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
45.4K+ 11.8% |
$578K - $645K
|
430K
$5.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
30K+ 4.57% |
$382K - $427K
|
687K
$9.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
29.8KNew |
$379K - $423K
|
29.8K
$396K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
26.4K+ 12.23% |
$336K - $376K
|
242K
$3.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
26.1KNew |
$333K - $372K
|
26.1K
$348K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
26K+ 9.87% |
$332K - $370K
|
290K
$3.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
23.3K+ 44.67% |
$297K - $331K
|
75.4K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
21.9KNew |
$279K - $312K
|
21.9K
$292K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
20.9KNew |
$266K - $298K
|
20.9K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
19.3K+ 137.44% |
$245K - $274K
|
33.3K
$443K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
18.2K+ 25.49% |
$232K - $260K
|
89.8K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
16.6K+ 4.34% |
$211K - $236K
|
398K
$5.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
16.4K+ 37.49% |
$209K - $234K
|
60.3K
$803K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
15.8KNew |
$202K - $225K
|
15.8K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
14.9K+ 13.11% |
$190K - $212K
|
128K
$1.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
14.3K+ 26.95% |
$183K - $204K
|
67.5K
$899K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
13.2KNew |
$168K - $187K
|
13.2K
$175K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
11.9KNew |
$152K - $170K
|
11.9K
$159K
|
|
|
Jan 23, 2025
Q4 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
11.2K+ 20.72% |
$143K - $160K
|
65.4K
$870K
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
8.32K+ 13.51% |
$106K - $118K
|
69.9K
$930K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
7.72K+ 1.8% |
$98.3K - $110K
|
436K
$5.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
7.06K+ 31.33% |
$89.9K - $100K
|
29.6K
$394K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.01K+ 26.29% |
$89.3K - $99.8K
|
33.7K
$448K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.73K+ 5.35% |
$85.8K - $95.8K
|
133K
$1.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.36K+ 11.39% |
$81.1K - $90.5K
|
62.2K
$829K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.47K+ 10.53% |
$69.7K - $77.9K
|
57.4K
$764K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.05K+ 9.65% |
$51.6K - $57.7K
|
46.1K
$613K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.03K+ 30.04% |
$38.5K - $43K
|
13.1K
$174K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
2.85K+ 1.81% |
$36.3K - $40.6K
|
160K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.83K+ 11.18% |
$36K - $40.3K
|
28.1K
$374K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.81K+ 3.08% |
$35.8K - $40K
|
94.1K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
2.67K+ 5.23% |
$34K - $38K
|
53.7K
$715K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
2.41K+ 8.56% |
$30.7K - $34.3K
|
30.5K
$406K
|
|
|
Jan 24, 2025
Q4 2024
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
2.35K+ 18.96% |
$29.9K - $33.4K
|
14.7K
$196K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.2K+ 0.68% |
$28K - $31.2K
|
324K
$4.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.66K+ 4.49% |
$21.1K - $23.6K
|
38.6K
$514K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
1.57KNew |
$20K - $22.4K
|
1.57K
$20.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.37K+ 0.76% |
$17.4K - $19.4K
|
182K
$2.42M
|