Latest Institutional Transactions on Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This table provides information on the latest institutional transactions involving Invesco Act Mge Et Cmdt Fd Tr (PDBC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-57.7K- 5.01% |
$705K - $803K
|
1.09M
$14.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-8.7K- 95.57% |
$106K - $121K
|
403
$5.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
400+ 1.52% |
$4.88K - $5.56K
|
26.7K
$358K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.64K+ 4.83% |
$32.2K - $36.6K
|
57.2K
$767K
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
10.2KNew |
$124K - $141K
|
10.2K
$136K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
771+ 2.23% |
$9.41K - $10.7K
|
35.4K
$474K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-11.1K- 8.35% |
$135K - $154K
|
122K
$1.63M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.69K- 65.3% |
$20.7K - $23.5K
|
900
$12.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
176+ 266.67% |
$2.15K - $2.45K
|
242
$3.24K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-197- 37.24% |
$2.41K - $2.74K
|
332
$4.45K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
9+ 12.86% |
$110 - $125
|
79
$1.06K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
16.1KNew |
$196K - $223K
|
16.1K
$215K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
2.75K+ 347.66% |
$33.6K - $38.2K
|
3.54K
$47.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-20.5K- 32.29% |
$250K - $285K
|
42.9K
$575K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.66K+ 2.9% |
$56.9K - $64.8K
|
165K
$2.22M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
46.9KNew |
$573K - $652K
|
46.9K
$629K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-847- 5.97% |
$10.3K - $11.8K
|
13.3K
$179K
|
|
| Q1 2025 | |||||||
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
182K+ 93.87% |
$2.37M - $2.54M
|
375K
$5.02M
|
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
1.04K+ 2.31% |
$13.6K - $14.5K
|
46K
$616K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
133K+ 1656.46% |
$1.74M - $1.86M
|
141K
$1.89M
|
|
|
May 27, 2025
Q1 2025
|
Addison Capital CO
|
SELL
|
- |
-2.5K- 17.74% |
$32.6K - $34.9K
|
11.6K
$155K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.49K- 5.7% |
$32.5K - $34.8K
|
41.2K
$553K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-67.1K- 84.1% |
$876K - $938K
|
12.7K
$170K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-10.6K- 1.82% |
$139K - $149K
|
573K
$7.68M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
11.4KNew |
$149K - $160K
|
11.4K
$153K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.08K- 22.08% |
$53.2K - $56.9K
|
14.4K
$193K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.81K+ 23.74% |
$36.7K - $39.2K
|
14.6K
$196K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
36.6K+ 159.48% |
$478K - $512K
|
59.6K
$799K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-102K- 11.92% |
$1.33M - $1.43M
|
754K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
6.17M+ 276.41% |
$80.5M - $86.2M
|
8.4M
$113M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.3K- 59.43% |
$82.2K - $88K
|
4.3K
$57.6K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
6.42M+ 149.8% |
$83.8M - $89.7M
|
10.7M
$143M
|
|
|
May 15, 2025
Q1 2025
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
4.38K+ 14.83% |
$57.1K - $61.1K
|
33.9K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
79.6K+ 166.69% |
$1.04M - $1.11M
|
127K
$1.71M
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
207K+ 18.37% |
$2.7M - $2.89M
|
1.33M
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
214KNew |
$2.79M - $2.99M
|
214K
$2.87M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
342K+ 952.89% |
$4.47M - $4.78M
|
378K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-555K- 96.11% |
$7.24M - $7.75M
|
22.5K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
602+ 2.62% |
$7.86K - $8.41K
|
23.6K
$316K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
160K+ 359.72% |
$2.09M - $2.24M
|
205K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
6.54K+ 24.1% |
$85.3K - $91.4K
|
33.7K
$451K
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
5.5K+ 1.23% |
$71.8K - $76.8K
|
454K
$6.08M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
578K+ 10.81% |
$7.54M - $8.07M
|
5.92M
$79.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.94M+ 16.13% |
$38.4M - $41.1M
|
21.2M
$284M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-5.91K- 0.78% |
$77.1K - $82.5K
|
752K
$10.1M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
2.24K+ 19.0% |
$29.2K - $31.3K
|
14K
$188K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33.2K+ 27.24% |
$433K - $464K
|
155K
$2.08M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.14K- 1.68% |
$80.2K - $85.8K
|
359K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
484K+ 1525.66% |
$6.32M - $6.77M
|
516K
$6.92M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
SELL
|
- |
-203K- 37.73% |
$2.66M - $2.84M
|
336K
$4.5M
|
|