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 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-41.6K- 10.97% |
$543K - $581K
|
338K
$4.23M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-44.9K- 51.09% |
$586K - $627K
|
43K
$539K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-52.8K- 30.44% |
$688K - $737K
|
121K
$1.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-57.1K- 43.05% |
$745K - $797K
|
75.5K
$947K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-67.1K- 84.1% |
$876K - $938K
|
12.7K
$159K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-72K- 3.73% |
$939K - $1.01M
|
1.86M
$23.3M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-72.5K- 55.29% |
$946K - $1.01M
|
58.7K
$736K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-93K- 92.05% |
$1.21M - $1.3M
|
8.03K
$101K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-93.6K- 58.81% |
$1.22M - $1.31M
|
65.6K
$822K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-102K- 11.92% |
$1.33M - $1.43M
|
754K
$9.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-105K- 28.16% |
$1.37M - $1.47M
|
268K
$3.36M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-106K- 6.3% |
$1.38M - $1.48M
|
1.58M
$19.8M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-107K- 9.87% |
$1.4M - $1.5M
|
979K
$12.3M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-121K- 81.19% |
$1.58M - $1.69M
|
28K
$351K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-122K- 12.25% |
$1.59M - $1.7M
|
872K
$10.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-129K- 88.91% |
$1.69M - $1.81M
|
16.1K
$202K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-157K- 14.86% |
$2.05M - $2.2M
|
900K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-157K- 73.19% |
$2.05M - $2.2M
|
57.7K
$723K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-186K- 91.11% |
$2.43M - $2.6M
|
18.1K
$228K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-203K- 37.73% |
$2.66M - $2.84M
|
336K
$4.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-206K- 65.39% |
$2.69M - $2.88M
|
109K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-299K- 10.64% |
$3.9M - $4.18M
|
2.51M
$31.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-366K- 65.98% |
$4.77M - $5.11M
|
188K
$2.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-447K- 11.11% |
$5.84M - $6.25M
|
3.58M
$44.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-546K- 0.45% |
$7.12M - $7.62M
|
121M
$1.52B
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-555K- 96.11% |
$7.24M - $7.75M
|
22.5K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-888K- 20.71% |
$11.6M - $12.4M
|
3.4M
$42.6M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.46M- 99.18% |
$19M - $20.4M
|
12K
$150K
|