Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Avestar Capital, LLC
|
BUY
|
- |
30.6K+ 23.42% |
$374K - $426K
|
161K
$2.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
29.7K+ 5.18% |
$362K - $412K
|
602K
$7.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
28.6K+ 2991.95% |
$350K - $398K
|
29.6K
$391K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
27.6K+ 2.02% |
$337K - $383K
|
1.39M
$18.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
27.5K+ 24.97% |
$335K - $382K
|
137K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
26.5K+ 6.1% |
$323K - $368K
|
461K
$6.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
26.3K+ 249.39% |
$321K - $365K
|
36.8K
$486K
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
BUY
|
- |
24.7K+ 6.58% |
$301K - $343K
|
400K
$5.28M
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
23.4KNew |
$285K - $325K
|
23.4K
$309K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
22.4K+ 31.27% |
$274K - $311K
|
94.1K
$1.24M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
22.2K+ 8.32% |
$271K - $309K
|
289K
$3.82M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
22.1KNew |
$270K - $307K
|
22.1K
$292K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20.1K+ 126.34% |
$246K - $280K
|
36.1K
$476K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
20K+ 166.67% |
$244K - $278K
|
32K
$423K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
19.3K+ 5.75% |
$236K - $268K
|
355K
$4.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
18.5K+ 5.39% |
$226K - $257K
|
361K
$4.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
17K+ 131076.92% |
$208K - $237K
|
17.1K
$225K
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
16.9K+ 1.81% |
$206K - $235K
|
948K
$12.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
16.9K+ 0.74% |
$206K - $234K
|
2.28M
$30.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.4K+ 3.6% |
$200K - $228K
|
471K
$6.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
16.1KNew |
$196K - $223K
|
16.1K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15K+ 85.59% |
$183K - $208K
|
32.5K
$429K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
13.9KNew |
$169K - $193K
|
13.9K
$183K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
BUY
|
- |
13.5KNew |
$165K - $188K
|
13.5K
$178K
|
|
|
Aug 12, 2025
Q2 2025
|
Echo45 Advisors LLC
|
BUY
|
- |
12.8K+ 1.66% |
$156K - $177K
|
782K
$10.3M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.4KNew |
$152K - $173K
|
12.4K
$164K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
12.2KNew |
$149K - $169K
|
12.2K
$161K
|
|
|
Aug 14, 2025
Q2 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
12KNew |
$146K - $166K
|
12K
$158K
|
|
|
Aug 14, 2025
Q2 2025
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
BUY
|
- |
11.7KNew |
$142K - $162K
|
11.7K
$154K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
11.6K+ 3.06% |
$141K - $161K
|
390K
$5.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
11.6KNew |
$141K - $161K
|
11.6K
$153K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11.5K+ 48.78% |
$140K - $160K
|
35.1K
$463K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
11.3K+ 14.15% |
$138K - $157K
|
91.2K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
BUY
|
- |
11.3KNew |
$138K - $157K
|
11.3K
$149K
|
|
|
Aug 14, 2025
Q2 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
11.2KNew |
$136K - $155K
|
11.2K
$147K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.1KNew |
$135K - $154K
|
11.1K
$146K
|
|
|
Aug 13, 2025
Q2 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
11K+ 17.54% |
$135K - $153K
|
73.8K
$975K
|
|
|
Aug 14, 2025
Q2 2025
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
10.7KNew |
$131K - $149K
|
10.7K
$141K
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
10.7KNew |
$130K - $148K
|
10.7K
$141K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
10.4KNew |
$126K - $144K
|
10.4K
$137K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
10.3KNew |
$126K - $144K
|
10.3K
$136K
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
10.2KNew |
$124K - $141K
|
10.2K
$134K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
9.98K+ 22.41% |
$122K - $139K
|
54.5K
$720K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.86K+ 451.65% |
$120K - $137K
|
12K
$159K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.75K+ 4.77% |
$119K - $136K
|
214K
$2.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
9.45K+ 82.5% |
$115K - $131K
|
20.9K
$276K
|
|
|
Aug 13, 2025
Q2 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
9.07K+ 48.99% |
$111K - $126K
|
27.6K
$364K
|
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
8.76KNew |
$107K - $122K
|
8.76K
$116K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
8.16K+ 7.34% |
$99.6K - $113K
|
119K
$1.58M
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
8.12K+ 8.01% |
$99.2K - $113K
|
109K
$1.45M
|