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 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
48.3KNew |
$630K - $675K
|
48.3K
$606K
|
|
|
Apr 11, 2025
Q1 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
47.2K+ 87.17% |
$616K - $659K
|
101K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46.5K+ 23.91% |
$607K - $650K
|
241K
$3.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
44.4K+ 4.01% |
$579K - $620K
|
1.15M
$14.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
42.4KNew |
$553K - $592K
|
42.4K
$532K
|
|
|
Apr 22, 2025
Q1 2025
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
41.8KNew |
$546K - $584K
|
41.8K
$524K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
40.5K+ 19.91% |
$528K - $566K
|
244K
$3.06M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
40.5K+ 5.74% |
$528K - $565K
|
746K
$9.35M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.6K+ 159.48% |
$478K - $512K
|
59.6K
$748K
|
|
|
Apr 08, 2025
Q1 2025
|
J2 Capital Management Inc
|
BUY
|
- |
34.6K+ 37.37% |
$451K - $483K
|
127K
$1.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Integrated Capital Management, Inc.
|
BUY
|
- |
33.2K+ 4.83% |
$434K - $464K
|
721K
$9.04M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33.2K+ 27.24% |
$433K - $464K
|
155K
$1.94M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
33.1K+ 10.28% |
$432K - $462K
|
355K
$4.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
32K+ 8.03% |
$417K - $447K
|
430K
$5.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
30.1K+ 48.34% |
$393K - $420K
|
92.3K
$1.16M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
29.4KNew |
$384K - $411K
|
29.4K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
29K+ 205.62% |
$379K - $406K
|
43.1K
$541K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.5K+ 5.93% |
$332K - $356K
|
455K
$5.71M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
25.3K+ 576.07% |
$331K - $354K
|
29.7K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
24.3K+ 26.96% |
$317K - $339K
|
114K
$1.44M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
23.7K+ 7.43% |
$309K - $331K
|
343K
$4.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
23.1K+ 5.26% |
$302K - $323K
|
462K
$5.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
22.3K+ 22706.12% |
$290K - $311K
|
22.4K
$280K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.5K+ 5.39% |
$255K - $273K
|
382K
$4.79M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
18.7K+ 56.33% |
$245K - $262K
|
52K
$652K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
18.7K+ 83.34% |
$244K - $261K
|
41.2K
$516K
|
|
|
May 12, 2025
Q1 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
18.5KNew |
$242K - $259K
|
18.5K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
18.3KNew |
$239K - $256K
|
18.3K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
18K+ 106.49% |
$235K - $251K
|
34.9K
$437K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
17.4KNew |
$227K - $243K
|
17.4K
$218K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
17.2K+ 3.47% |
$224K - $240K
|
512K
$6.42M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
17.1KNew |
$223K - $239K
|
17.1K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
16.5K+ 6.57% |
$215K - $230K
|
267K
$3.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.8KNew |
$206K - $221K
|
15.8K
$198K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
15.3K+ 14.88% |
$199K - $213K
|
118K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
14.8KNew |
$193K - $207K
|
14.8K
$186K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.8KNew |
$193K - $207K
|
14.8K
$185K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
14.5KNew |
$189K - $203K
|
14.5K
$182K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
13.5KNew |
$176K - $189K
|
13.5K
$169K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.9KNew |
$168K - $180K
|
12.9K
$161K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
12.8KNew |
$167K - $179K
|
12.8K
$160K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
12.8KNew |
$166K - $178K
|
12.8K
$160K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.6K+ 19.15% |
$151K - $162K
|
72.1K
$904K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
11.4KNew |
$149K - $160K
|
11.4K
$144K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
11.2KNew |
$146K - $156K
|
11.2K
$140K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
11.1K+ 47.7% |
$145K - $155K
|
34.4K
$432K
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
10.9K+ 32.22% |
$142K - $152K
|
44.5K
$559K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10.8KNew |
$141K - $151K
|
10.8K
$136K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.6KNew |
$139K - $149K
|
10.6K
$133K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
10.3K+ 12.45% |
$135K - $144K
|
93.4K
$1.17M
|