Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.61K- 10.41% |
$34.3K - $36.3K
|
22.5K
$299K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-2.63K- 14.54% |
$34.5K - $36.5K
|
15.5K
$206K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.77K- 5.7% |
$36.3K - $38.4K
|
45.7K
$609K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.97K- 20.99% |
$39K - $41.3K
|
11.2K
$149K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.03K- 66.62% |
$39.7K - $42K
|
1.52K
$20.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-3.06K- 13.07% |
$40.2K - $42.5K
|
20.3K
$271K
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-3.06K- 10.38% |
$40.2K - $42.6K
|
26.5K
$352K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.24K- 7.78% |
$42.5K - $45K
|
38.4K
$511K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.45K- 21.64% |
$45.3K - $48K
|
12.5K
$166K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-3.52K- 6.73% |
$46.2K - $48.9K
|
48.8K
$650K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-3.57K- 25.12% |
$46.9K - $49.6K
|
10.7K
$142K
|
|
|
Apr 23, 2024
Q1 2024
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-3.7K- 7.63% |
$48.6K - $51.4K
|
44.8K
$596K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-4.54K- 7.6% |
$59.6K - $63K
|
55.1K
$734K
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-4.72K- 2.88% |
$61.9K - $65.5K
|
159K
$2.12M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.77K- 0.67% |
$62.6K - $66.2K
|
703K
$9.36M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-4.82K- 31.29% |
$63.3K - $67K
|
10.6K
$141K
|
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-5.39K- 1.27% |
$70.8K - $74.9K
|
420K
$5.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.68K- 34.3% |
$87.7K - $92.8K
|
12.8K
$170K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.9K- 8.72% |
$90.5K - $95.8K
|
72.2K
$961K
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-7.39K- 0.72% |
$97.1K - $103K
|
1.02M
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.44K- 1.05% |
$97.7K - $103K
|
703K
$9.36M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-7.72K- 6.55% |
$101K - $107K
|
110K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.51K- 15.49% |
$112K - $118K
|
46.5K
$618K
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-9.1K- 10.38% |
$119K - $126K
|
78.5K
$1.05M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-9.34K- 8.16% |
$123K - $130K
|
105K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-9.67K- 4.36% |
$127K - $134K
|
212K
$2.82M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.93K- 13.84% |
$130K - $138K
|
61.8K
$823K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.4K- 82.41% |
$150K - $158K
|
2.43K
$32.4K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-11.5K- 48.31% |
$151K - $160K
|
12.3K
$164K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-11.8K- 32.35% |
$155K - $164K
|
24.7K
$329K
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-12.2K- 29.04% |
$160K - $169K
|
29.8K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-12.3K- 33.04% |
$162K - $171K
|
25K
$333K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.6K- 2.72% |
$165K - $175K
|
449K
$5.97M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13K- 15.83% |
$171K - $181K
|
69.1K
$920K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-13.2K- 7.33% |
$173K - $183K
|
166K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13.9K- 45.52% |
$183K - $193K
|
16.7K
$222K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.1K- 16.79% |
$198K - $210K
|
74.7K
$995K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-16.2K- 93.63% |
$213K - $225K
|
1.1K
$14.7K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-17.2K- 4.69% |
$226K - $239K
|
349K
$4.65M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.1K- 0.92% |
$237K - $251K
|
1.94M
$25.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-18.3K- 7.54% |
$240K - $254K
|
224K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.3K- 52.28% |
$253K - $268K
|
17.6K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-19.4K- 47.95% |
$255K - $270K
|
21.1K
$281K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-20.5K- 9.5% |
$269K - $284K
|
195K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-22.3K- 50.17% |
$293K - $310K
|
22.1K
$295K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-23K- 22.51% |
$302K - $319K
|
79.1K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25.7K- 39.89% |
$338K - $358K
|
38.8K
$516K
|
|
|
May 10, 2024
Q1 2024
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-26.4K- 7.39% |
$347K - $367K
|
331K
$4.41M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-28K- 69.5% |
$368K - $389K
|
12.3K
$164K
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-30.4K- 9.92% |
$399K - $422K
|
276K
$3.67M
|