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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2- -0.0% |
$26.1 - $27.9
|
133K
$1.66M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.58% |
$91.4 - $97.8
|
1.2K
$15.1K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-24- 22.22% |
$313 - $335
|
84
$1.05K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-31- 16.23% |
$405 - $433
|
160
$2.01K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-45- 0.12% |
$587 - $629
|
37.8K
$475K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-74- 0.59% |
$966 - $1.03K
|
12.5K
$156K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-93- 0.44% |
$1.21K - $1.3K
|
21K
$263K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-153- 26.24% |
$2K - $2.14K
|
430
$5.39K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-182- 46.55% |
$2.38K - $2.54K
|
209
$2.62K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-200- 1.2% |
$2.61K - $2.79K
|
16.5K
$207K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-271- 0.03% |
$3.54K - $3.79K
|
893K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-335- 87.93% |
$4.37K - $4.68K
|
46
$577
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-450- 2.85% |
$5.87K - $6.29K
|
15.4K
$192K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-493- 0.53% |
$6.43K - $6.89K
|
92.4K
$1.16M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-525- 3.95% |
$6.85K - $7.33K
|
12.8K
$160K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-540- 4.12% |
$7.05K - $7.54K
|
12.6K
$157K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-570- 95.0% |
$7.44K - $7.96K
|
30
$376
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-576- 0.67% |
$7.52K - $8.05K
|
85.9K
$1.08M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-595- 59.2% |
$7.76K - $8.31K
|
410
$5.14K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-600Closed |
$7.83K - $8.38K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-610- 4.08% |
$7.96K - $8.52K
|
14.3K
$180K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-613- 5.4% |
$8K - $8.56K
|
10.7K
$135K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-679- 4.17% |
$8.86K - $9.49K
|
15.6K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-710- 2.16% |
$9.27K - $9.92K
|
32.1K
$402K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-731- 72.3% |
$9.54K - $10.2K
|
280
$3.51K
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
SELL
|
- |
-840- 0.65% |
$11K - $11.7K
|
127K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-875- 21.01% |
$11.4K - $12.2K
|
3.29K
$41.2K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-891- 0.8% |
$11.6K - $12.4K
|
111K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-926- 46.67% |
$12.1K - $12.9K
|
1.06K
$13.3K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-943- 5.05% |
$12.3K - $13.2K
|
17.7K
$222K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.04K- 21.29% |
$13.6K - $14.6K
|
3.86K
$48.4K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-1.05K- 6.17% |
$13.6K - $14.6K
|
15.9K
$199K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.29K- 3.83% |
$16.9K - $18.1K
|
32.5K
$408K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.44K- 10.32% |
$18.8K - $20.2K
|
12.5K
$157K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.48K- 21.41% |
$19.3K - $20.7K
|
5.43K
$68.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.53K- 0.35% |
$19.9K - $21.3K
|
434K
$5.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.54K- 6.23% |
$20K - $21.4K
|
23.1K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.7K- 0.61% |
$22.1K - $23.7K
|
276K
$3.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-1.98K- 3.02% |
$25.8K - $27.6K
|
63.4K
$795K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.07K- 69.78% |
$27K - $28.9K
|
897
$11.2K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.15K- 14.95% |
$28K - $30K
|
12.2K
$153K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.16K- 5.87% |
$28.2K - $30.2K
|
34.6K
$434K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.23K- 14.23% |
$29K - $31.1K
|
13.4K
$168K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.49K- 5.7% |
$32.5K - $34.8K
|
41.2K
$517K
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-2.5K- 17.74% |
$32.6K - $34.9K
|
11.6K
$145K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-2.55K- 2.68% |
$33.2K - $35.6K
|
92.3K
$1.16M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-2.61K- 1.97% |
$34K - $36.4K
|
130K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.62K- 11.91% |
$34.2K - $36.6K
|
19.4K
$243K
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.67K- 17.1% |
$34.8K - $37.3K
|
12.9K
$162K
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-2.83K- 1.09% |
$37K - $39.6K
|
256K
$3.21M
|