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 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-2.86K- 4.75% |
$37.4K - $40K
|
57.4K
$720K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.7K- 19.27% |
$48.3K - $51.7K
|
15.5K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.08K- 22.08% |
$53.2K - $56.9K
|
14.4K
$180K
|
|
|
May 12, 2025
Q1 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-4.34K- 1.5% |
$56.6K - $60.6K
|
285K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.64KClosed |
$60.5K - $64.8K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-5.15K- 10.12% |
$67.2K - $71.9K
|
45.8K
$574K
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-5.47K- 0.28% |
$71.4K - $76.4K
|
1.93M
$24.2M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.91K- 0.78% |
$77.1K - $82.5K
|
752K
$9.43M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.08K- 23.27% |
$79.3K - $84.9K
|
20K
$251K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.1K- 29.81% |
$79.6K - $85.2K
|
14.4K
$180K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.14K- 1.68% |
$80.2K - $85.8K
|
359K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.3K- 59.43% |
$82.2K - $88K
|
4.3K
$53.9K
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-6.32K- 2.52% |
$82.5K - $88.3K
|
244K
$3.07M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.66K- 4.19% |
$87K - $93.1K
|
152K
$1.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
SELL
|
- |
-6.75K- 4.73% |
$88.1K - $94.3K
|
136K
$1.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-6.75K- 6.58% |
$88.1K - $94.4K
|
95.9K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-7.02K- 18.18% |
$91.6K - $98K
|
31.6K
$396K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.43K- 21.24% |
$97K - $104K
|
27.6K
$346K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.71K- 19.04% |
$101K - $108K
|
32.8K
$411K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-9.46K- 62.46% |
$124K - $132K
|
5.69K
$71.3K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-10.3K- 36.77% |
$135K - $144K
|
17.8K
$223K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-10.4K- 95.17% |
$136K - $145K
|
527
$6.61K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-10.6K- 1.82% |
$139K - $149K
|
573K
$7.18M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 92.35% |
$149K - $159K
|
944
$11.8K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-11.6K- 52.84% |
$151K - $162K
|
10.3K
$130K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.8K- 6.57% |
$154K - $165K
|
168K
$2.11M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12.4K- 14.46% |
$162K - $174K
|
73.6K
$923K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-12.7K- 2.26% |
$165K - $177K
|
547K
$6.86M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13K- 22.88% |
$169K - $181K
|
43.7K
$548K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-13.4K- 30.69% |
$175K - $187K
|
30.2K
$379K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.4K- 1.52% |
$188K - $202K
|
933K
$11.7M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-15.1K- 30.84% |
$198K - $212K
|
34K
$426K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-17K- 99.92% |
$222K - $238K
|
13
$163
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-17.4KClosed |
$227K - $243K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.6K- 6.02% |
$229K - $245K
|
274K
$3.44M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-17.7K- 42.86% |
$231K - $247K
|
23.6K
$296K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-18.2K- 2.08% |
$238K - $255K
|
861K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-19.7K- 50.64% |
$257K - $276K
|
19.2K
$241K
|
|
|
Apr 15, 2025
Q1 2025
|
Echo45 Advisors LLC
|
SELL
|
- |
-20.6K- 2.61% |
$269K - $288K
|
770K
$9.65M
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-21.4K- 16.98% |
$280K - $299K
|
105K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-22.3K- 54.0% |
$291K - $312K
|
19K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-24K- 57.77% |
$313K - $335K
|
17.5K
$220K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-25.2K- 28.1% |
$329K - $353K
|
64.6K
$810K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-26.8K- 87.76% |
$350K - $374K
|
3.74K
$46.9K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.8K- 75.07% |
$376K - $402K
|
9.56K
$120K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.3K- 21.03% |
$382K - $409K
|
110K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-35.3K- 92.21% |
$461K - $493K
|
2.99K
$37.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-35.8K- 27.95% |
$467K - $500K
|
92.3K
$1.16M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-36.4K- 16.93% |
$474K - $508K
|
178K
$2.24M
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
SELL
|
- |
-36.8K- 21.96% |
$480K - $514K
|
131K
$1.64M
|