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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.11K- 11.75% |
$74.7K - $85K
|
45.9K
$606K
|
|
|
Aug 11, 2025
Q2 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-6.37K- 3.51% |
$77.8K - $88.6K
|
175K
$2.32M
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
SELL
|
- |
-7.74K- 14.84% |
$94.5K - $108K
|
44.4K
$587K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-8.59K- 36.6% |
$105K - $119K
|
14.9K
$196K
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-8.7K- 95.57% |
$106K - $121K
|
403
$5.32K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-9.03K- 4.53% |
$110K - $126K
|
191K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-9.04K- 47.01% |
$110K - $126K
|
10.2K
$135K
|
|
|
Jul 25, 2025
Q2 2025
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-9.8K- 1.36% |
$120K - $136K
|
711K
$9.39M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-11.1K- 8.35% |
$135K - $154K
|
122K
$1.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-11.7K- 12.48% |
$142K - $162K
|
81.8K
$1.08M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-12.1K- 40.15% |
$148K - $169K
|
18.1K
$239K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.9K- 39.66% |
$157K - $179K
|
19.6K
$259K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-13K- 13.08% |
$159K - $181K
|
86.5K
$1.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-13.7K- 18.65% |
$168K - $191K
|
59.9K
$791K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-14K- 4.15% |
$171K - $194K
|
323K
$4.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15K- 97.72% |
$183K - $209K
|
350
$4.62K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-15K- 10.77% |
$183K - $209K
|
124K
$1.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-16.9K- 23.43% |
$206K - $235K
|
55.1K
$728K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18K- 51.72% |
$220K - $251K
|
16.8K
$222K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-18.9K- 25.03% |
$231K - $263K
|
56.6K
$748K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-19.8K- 63.35% |
$241K - $275K
|
11.4K
$151K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-20.5K- 32.29% |
$250K - $285K
|
42.9K
$567K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20.9K- 93.52% |
$255K - $291K
|
1.45K
$19.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-23.2K- 9.51% |
$283K - $322K
|
221K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-23.8K- 8.63% |
$291K - $331K
|
252K
$3.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
SELL
|
- |
-24.7K- 19.41% |
$301K - $343K
|
102K
$1.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25K- 6.96% |
$305K - $347K
|
334K
$4.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-26.1K- 1.41% |
$318K - $363K
|
1.83M
$24.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
SELL
|
- |
-26.1K- 12.2% |
$319K - $363K
|
188K
$2.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-26.2K- 5.12% |
$320K - $364K
|
486K
$6.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-26.2K- 33.99% |
$320K - $365K
|
51K
$673K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-28.5K- 36.86% |
$348K - $396K
|
48.8K
$644K
|
|
|
Jul 30, 2025
Q2 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-29.6K- 32.11% |
$362K - $412K
|
62.7K
$828K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-32K- 74.17% |
$391K - $445K
|
11.1K
$147K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-34.2K- 12.78% |
$418K - $476K
|
234K
$3.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-34.6K- 3.87% |
$422K - $480K
|
859K
$11.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-35K- 18.03% |
$427K - $486K
|
159K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-36.2K- 14.76% |
$442K - $503K
|
209K
$2.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-38.1K- 45.41% |
$466K - $530K
|
45.8K
$606K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-38.3K- 55.2% |
$468K - $533K
|
31.1K
$411K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.8K- 15.61% |
$522K - $595K
|
231K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-45.5K- 14.19% |
$556K - $633K
|
275K
$3.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-50.3K- 77.89% |
$614K - $699K
|
14.3K
$189K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-51.5K- 65.8% |
$629K - $716K
|
26.8K
$354K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-57.7K- 5.01% |
$705K - $803K
|
1.09M
$14.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-60.1K- 65.1% |
$734K - $836K
|
32.2K
$426K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-61.8K- 22.81% |
$755K - $859K
|
209K
$2.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-65.4K- 68.15% |
$798K - $909K
|
30.5K
$404K
|
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
SELL
|
- |
-74.3K- 58.43% |
$907K - $1.03M
|
52.9K
$698K
|
|
|
Jul 21, 2025
Q2 2025
|
Quent Capital, LLC
|
SELL
|
- |
-83K- 18.46% |
$1.01M - $1.15M
|
367K
$4.84M
|