Purchases and Sales Made in Q1 2025 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 2025. 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 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
704KNew |
$9.18M - $9.83M
|
704K
$9.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
141KNew |
$1.84M - $1.97M
|
141K
$1.82M
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
113K+ 246.8% |
$1.47M - $1.57M
|
158K
$2.04M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
BUY
|
- |
104K+ 11.83% |
$1.36M - $1.45M
|
983K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
72.5K+ 342.09% |
$946K - $1.01M
|
93.7K
$1.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.6K+ 0.98% |
$830K - $888K
|
6.57M
$84.6M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
48.3KNew |
$630K - $675K
|
48.3K
$622K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
47.2K+ 87.17% |
$616K - $659K
|
101K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.4K+ 4.01% |
$579K - $620K
|
1.15M
$14.8M
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
34.6K+ 37.37% |
$451K - $483K
|
127K
$1.64M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
33.2K+ 4.83% |
$434K - $464K
|
721K
$9.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.1K+ 48.34% |
$393K - $420K
|
92.3K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
18.7K+ 83.34% |
$244K - $261K
|
41.2K
$531K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.3KNew |
$239K - $256K
|
18.3K
$236K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
17.4KNew |
$227K - $243K
|
17.4K
$224K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
14.5KNew |
$189K - $203K
|
14.5K
$187K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
13.5KNew |
$176K - $189K
|
13.5K
$174K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
12.8KNew |
$167K - $179K
|
12.8K
$165K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.2KNew |
$133K - $142K
|
10.2K
$131K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
6.98K+ 1.58% |
$91K - $97.4K
|
450K
$5.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
4K+ 3.11% |
$52.2K - $55.9K
|
133K
$1.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
3.06K+ 5.93% |
$39.9K - $42.7K
|
54.6K
$704K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.32K+ 7.85% |
$30.3K - $32.4K
|
31.9K
$411K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
2.07K+ 1.08% |
$27K - $28.9K
|
194K
$2.5M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.76K+ 7.16% |
$22.9K - $24.5K
|
26.3K
$339K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.69K+ 188.22% |
$22.1K - $23.7K
|
2.59K
$33.4K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.21K+ 103.77% |
$15.8K - $16.9K
|
2.38K
$30.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.15K+ 0.32% |
$15K - $16K
|
363K
$4.67M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.14K+ 2.7% |
$14.9K - $15.9K
|
43.4K
$559K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
970New |
$12.7K - $13.6K
|
970
$12.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
650+ 0.41% |
$8.48K - $9.08K
|
161K
$2.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
250New |
$3.26K - $3.49K
|
250
$3.22K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
162+ 1.16% |
$2.11K - $2.26K
|
14.2K
$183K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
90New |
$1.17K - $1.26K
|
90
$1.16K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
13+ 22.81% |
$170 - $182
|
70
$902
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3+ 0.02% |
$39.2 - $41.9
|
16.5K
$213K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-1- 0.1% |
$13.1 - $14
|
957
$12.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-93- 0.44% |
$1.21K - $1.3K
|
21K
$270K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-525- 3.95% |
$6.85K - $7.33K
|
12.8K
$164K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-540- 4.12% |
$7.05K - $7.54K
|
12.6K
$162K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-595- 59.2% |
$7.76K - $8.31K
|
410
$5.28K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-840- 0.65% |
$11K - $11.7K
|
127K
$1.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-926- 46.67% |
$12.1K - $12.9K
|
1.06K
$13.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.29K- 3.83% |
$16.9K - $18.1K
|
32.5K
$419K
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.53K- 0.35% |
$19.9K - $21.3K
|
434K
$5.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.98K- 3.02% |
$25.8K - $27.6K
|
63.4K
$817K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.16K- 5.87% |
$28.2K - $30.2K
|
34.6K
$446K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-2.61K- 1.97% |
$34K - $36.4K
|
130K
$1.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.67K- 17.1% |
$34.8K - $37.3K
|
12.9K
$167K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-6.75K- 4.73% |
$88.1K - $94.3K
|
136K
$1.75M
|