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 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
438New |
$5.35K - $6.09K
|
438
$5.79K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
437+ 122.75% |
$5.34K - $6.07K
|
793
$10.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
409+ 1.24% |
$4.99K - $5.69K
|
33.5K
$442K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
403New |
$4.92K - $5.6K
|
403
$5.32K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
403New |
$4.92K - $5.6K
|
403
$5.32K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
400+ 1.52% |
$4.88K - $5.56K
|
26.7K
$353K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
371+ 2.09% |
$4.53K - $5.16K
|
18.1K
$239K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
363+ 0.3% |
$4.43K - $5.05K
|
121K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
300New |
$3.66K - $4.17K
|
300
$3.96K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
292+ 0.6% |
$3.57K - $4.06K
|
48.6K
$642K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
269+ 18.98% |
$3.28K - $3.74K
|
1.69K
$22.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
260+ 2.32% |
$3.17K - $3.61K
|
11.5K
$151K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
260New |
$3.17K - $3.61K
|
260
$3.43K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
249+ 24900.0% |
$3.04K - $3.46K
|
250
$3.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
248New |
$3.03K - $3.45K
|
248
$3.28K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
232+ 0.27% |
$2.83K - $3.22K
|
86.2K
$1.14M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
176+ 266.67% |
$2.15K - $2.45K
|
242
$3.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
167+ 1.16% |
$2.04K - $2.32K
|
14.5K
$192K
|
|
|
Oct 15, 2025
Q2 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
166New |
$2.03K - $2.31K
|
166
$2.19K
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
152+ 1.27% |
$1.86K - $2.11K
|
12.1K
$160K
|
|
|
Aug 11, 2025
Q2 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
143+ 0.02% |
$1.75K - $1.99K
|
731K
$9.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
133New |
$1.62K - $1.85K
|
133
$1.76K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
110+ 0.85% |
$1.34K - $1.53K
|
13K
$171K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
91+ 10.69% |
$1.11K - $1.26K
|
942
$12.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
83New |
$1.01K - $1.15K
|
83
$1.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
67+ 5.3% |
$818 - $931
|
1.33K
$17.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
48New |
$586 - $667
|
48
$634
|
|
|
Aug 12, 2025
Q2 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
24+ 0.16% |
$293 - $334
|
14.9K
$196K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
22New |
$269 - $306
|
22
$291
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
19+ 0.03% |
$232 - $264
|
64.4K
$851K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
9+ 12.86% |
$110 - $125
|
79
$1.04K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
4+ 0.01% |
$48.8 - $55.6
|
65.2K
$861K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3+ 0.03% |
$36.6 - $41.7
|
11.5K
$151K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-27- 0.02% |
$330 - $375
|
137K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-57- 63.33% |
$696 - $792
|
33
$436
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-63- 7.02% |
$769 - $876
|
834
$11K
|
|
|
Aug 11, 2025
Q2 2025
|
Addison Capital CO
|
SELL
|
- |
-66- 0.57% |
$806 - $917
|
11.5K
$152K
|
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.04% |
$916 - $1.04K
|
178K
$2.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-197- 37.24% |
$2.41K - $2.74K
|
332
$4.39K
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-251- 0.55% |
$3.06K - $3.49K
|
45.5K
$601K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-260- 4.89% |
$3.17K - $3.61K
|
5.06K
$66.8K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-305- 2.95% |
$3.72K - $4.24K
|
10K
$133K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-338- 2.18% |
$4.13K - $4.7K
|
15.2K
$200K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-371- 1.16% |
$4.53K - $5.16K
|
31.7K
$419K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-425- 35.3% |
$5.19K - $5.91K
|
779
$10.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-456- 0.37% |
$5.57K - $6.34K
|
124K
$1.63M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-481- 5.77% |
$5.87K - $6.69K
|
7.85K
$104K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-500- 29.41% |
$6.11K - $6.95K
|
1.2K
$15.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-508- 3.92% |
$6.2K - $7.06K
|
12.4K
$164K
|