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 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.05K- 2.11% |
$26.1K - $29.1K
|
94.9K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-2.72K- 2.65% |
$34.7K - $38.7K
|
100K
$1.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.86K- 7.41% |
$36.4K - $40.7K
|
35.7K
$475K
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.04K- 6.25% |
$38.7K - $43.2K
|
45.6K
$607K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.04K- 6.99% |
$38.8K - $43.3K
|
40.5K
$539K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.06K- 7.4% |
$39K - $43.6K
|
38.3K
$510K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.64K- 6.03% |
$46.4K - $51.8K
|
56.7K
$755K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-4.25K- 20.91% |
$54.1K - $60.4K
|
16.1K
$214K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.55K- 0.43% |
$57.9K - $64.7K
|
1.04M
$13.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-5.66K- 21.18% |
$72.1K - $80.5K
|
21.1K
$280K
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-5.77K- 30.38% |
$73.5K - $82.1K
|
13.2K
$176K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.78K- 34.07% |
$73.7K - $82.3K
|
11.2K
$149K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-6.74K- 1.5% |
$85.8K - $95.9K
|
443K
$5.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-10.4K- 5.14% |
$132K - $148K
|
192K
$2.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-10.6K- 45.87% |
$135K - $151K
|
12.5K
$167K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.7K- 37.6% |
$148K - $166K
|
19.3K
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-18.7K- 35.94% |
$239K - $267K
|
33.4K
$445K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-24.1K- 80.03% |
$307K - $343K
|
6.02K
$80.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
SELL
|
- |
-32.7K- 3.59% |
$417K - $466K
|
879K
$11.7M
|
|
|
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
$3.05M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-49.8K- 28.31% |
$635K - $709K
|
126K
$1.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-58.9K- 6.18% |
$750K - $838K
|
893K
$11.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-76.7K- 19.39% |
$977K - $1.09M
|
319K
$4.24M
|
|
|
Jan 15, 2025
Q4 2024
|
J2 Capital Management Inc
|
SELL
|
- |
-88.2K- 48.8% |
$1.12M - $1.26M
|
92.5K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-102K- 59.43% |
$1.29M - $1.44M
|
69.3K
$922K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-164K- 45.51% |
$2.08M - $2.33M
|
196K
$2.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-230K- 75.08% |
$2.93M - $3.27M
|
76.2K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-277K- 25.95% |
$3.53M - $3.94M
|
790K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-343K- 61.47% |
$4.37M - $4.88M
|
215K
$2.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-520K- 59.01% |
$6.63M - $7.41M
|
362K
$4.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-1.39M- 51.41% |
$17.8M - $19.8M
|
1.32M
$17.5M
|