Latest Institutional Sells of Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This list provides information on the latest institutional transactions involving Invesco Act Mge Et Cmdt Fd Tr (PDBC) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-171K- 84.27% |
$2.27M - $2.51M
|
32K
$428K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-69.2K- 86.56% |
$916K - $1.01M
|
10.7K
$144K
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-10.5K- 33.52% |
$139K - $154K
|
20.8K
$278K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-10.3K- 97.46% |
$137K - $152K
|
270
$3.62K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8.14K- 89.77% |
$108K - $119K
|
928
$12.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-7.05K- 24.31% |
$93.3K - $103K
|
22K
$294K
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-6K- 23.46% |
$79.4K - $88K
|
19.6K
$262K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-5.57K- 35.09% |
$73.7K - $81.7K
|
10.3K
$138K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.76K- 56.34% |
$23.3K - $25.8K
|
1.36K
$18.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-1.47K- 8.6% |
$19.5K - $21.6K
|
15.7K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.23K- 0.07% |
$16.3K - $18K
|
1.73M
$23.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-309- 6.11% |
$4.09K - $4.53K
|
4.75K
$63.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-61- 44.85% |
$807 - $894
|
75
$1.01K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-47.5K- 41.41% |
$645K - $720K
|
67.2K
$900K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-39.1K- 71.49% |
$532K - $594K
|
15.6K
$209K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-32.9KClosed |
$447K - $499K
|
0
$0
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-23.2K- 57.93% |
$315K - $351K
|
16.8K
$225K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-15.4K- 34.72% |
$209K - $233K
|
28.9K
$388K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-13.4K- 13.7% |
$182K - $203K
|
84.5K
$1.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-12.5K- 40.97% |
$170K - $190K
|
18K
$241K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-12.1K- 49.31% |
$164K - $183K
|
12.4K
$166K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-7.56K- 38.4% |
$103K - $115K
|
12.1K
$162K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-6.41K- 38.58% |
$87K - $97.2K
|
10.2K
$137K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-5.43K- 34.52% |
$73.7K - $82.4K
|
10.3K
$138K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-4.69K- 23.38% |
$63.6K - $71.1K
|
15.4K
$206K
|
|
|
Apr 20, 2023
Q1 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-4.52K- 25.79% |
$61.4K - $68.6K
|
13K
$174K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.46K- 10.32% |
$33.4K - $37.3K
|
21.4K
$287K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.24K- 2.97% |
$30.4K - $33.9K
|
73K
$978K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.97K- 6.48% |
$26.8K - $29.9K
|
28.4K
$381K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-523- 68.64% |
$7.1K - $7.93K
|
239
$3.2K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 26.56% |
$2.72K - $3.03K
|
553
$7.41K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-125Closed |
$1.7K - $1.9K
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-115- 0.97% |
$1.56K - $1.74K
|
11.7K
$157K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-103Closed |
$1.4K - $1.56K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.91M- 93.23% |
$56.1M - $70.1M
|
284K
$3.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-322K- 75.8% |
$4.62M - $5.78M
|
103K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-288K- 87.79% |
$4.13M - $5.16M
|
40K
$536K
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-166K- 52.92% |
$2.38M - $2.98M
|
148K
$1.98M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-132K- 99.87% |
$1.89M - $2.37M
|
171
$2.29K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-103K- 82.41% |
$1.48M - $1.85M
|
22.1K
$296K
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-91.4K- 50.91% |
$1.31M - $1.64M
|
88.2K
$1.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-77.6K- 98.31% |
$1.11M - $1.39M
|
1.34K
$17.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-65.4K- 22.47% |
$938K - $1.17M
|
226K
$3.02M
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-45.6K- 25.35% |
$654K - $818K
|
134K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-33.4K- 6.39% |
$480K - $600K
|
490K
$6.56M
|
|
|
Jan 13, 2023
Q4 2022
|
Searcy Financial Services Inc
|
SELL
|
- |
-20.2K- 2.74% |
$289K - $362K
|
716K
$9.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-13.9K- 29.81% |
$200K - $250K
|
32.8K
$440K
|
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-12.6K- 4.78% |
$181K - $226K
|
251K
$3.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.5K- 33.33% |
$108K - $135K
|
15K
$201K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.47K- 15.02% |
$35.5K - $44.4K
|
14K
$187K
|
|