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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
119New |
$1.55K - $1.66K
|
119
$1.59K
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-299K- 10.64% |
$3.9M - $4.18M
|
2.51M
$33.6M
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
502New |
$6.55K - $7.01K
|
502
$6.73K
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-36.4K- 16.93% |
$474K - $508K
|
178K
$2.39M
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-1.05K- 6.17% |
$13.6K - $14.6K
|
15.9K
$213K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
472KNew |
$6.16M - $6.59M
|
472K
$6.32M
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
2.1K+ 3.0% |
$27.4K - $29.3K
|
72K
$965K
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-107K- 9.87% |
$1.4M - $1.5M
|
979K
$13.1M
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
767+ 17.44% |
$10K - $10.7K
|
5.16K
$69.2K
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.93K+ 13.3% |
$38.3K - $41K
|
25K
$335K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.21K+ 0.83% |
$15.7K - $16.8K
|
147K
$1.97M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.62K- 11.91% |
$34.2K - $36.6K
|
19.4K
$260K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
101KNew |
$1.31M - $1.41M
|
101K
$1.35M
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
52.2K+ 1304175.0% |
$681K - $729K
|
52.2K
$699K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-12.4K- 14.46% |
$162K - $174K
|
73.6K
$986K
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
422+ 1.8% |
$5.51K - $5.9K
|
23.9K
$320K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
146New |
$1.91K - $2.04K
|
146
$1.96K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
237New |
$3.09K - $3.31K
|
237
$3.18K
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-26.8K- 87.76% |
$350K - $374K
|
3.74K
$50.1K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.71K- 19.04% |
$101K - $108K
|
32.8K
$439K
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
168KNew |
$2.19M - $2.34M
|
168K
$2.25M
|
|
May 07, 2025
Q1 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
95+ 0.64% |
$1.24K - $1.33K
|
14.8K
$199K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.5M+ 405.44% |
$280M - $300M
|
26.8M
$359M
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-570- 95.0% |
$7.44K - $7.96K
|
30
$402
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-31- 16.23% |
$405 - $433
|
160
$2.14K
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-21.4K- 16.98% |
$280K - $299K
|
105K
$1.4M
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.91KNew |
$24.9K - $26.7K
|
1.91K
$25.6K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.8K- 75.07% |
$376K - $402K
|
9.56K
$128K
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
14.8KNew |
$193K - $207K
|
14.8K
$198K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.15K- 14.95% |
$28K - $30K
|
12.2K
$164K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.1K+ 15.04% |
$132K - $141K
|
77.2K
$1.03M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.5K+ 5.39% |
$255K - $273K
|
382K
$5.12M
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-93.6K- 58.81% |
$1.22M - $1.31M
|
65.6K
$879K
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.66K- 4.19% |
$87K - $93.1K
|
152K
$2.04M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-72.5K- 55.29% |
$946K - $1.01M
|
58.7K
$786K
|
|
May 06, 2025
Q1 2025
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
1.94K+ 4.0% |
$25.3K - $27.1K
|
50.5K
$676K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-186K- 91.11% |
$2.43M - $2.6M
|
18.1K
$243K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.3K- 21.03% |
$382K - $409K
|
110K
$1.47M
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
23.7K+ 7.43% |
$309K - $331K
|
343K
$4.59M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
25.5K+ 5.93% |
$332K - $356K
|
455K
$6.1M
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
61New |
$796 - $852
|
61
$817
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
932New |
$12.2K - $13K
|
932
$12.5K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
61.5K+ 607.29% |
$803K - $860K
|
71.7K
$960K
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-200- 1.2% |
$2.61K - $2.79K
|
16.5K
$221K
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-6.32K- 2.52% |
$82.5K - $88.3K
|
244K
$3.28M
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
5.33K+ 7.89% |
$69.6K - $74.5K
|
72.8K
$976K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-731- 72.3% |
$9.54K - $10.2K
|
280
$3.75K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
26+ 0.95% |
$339 - $363
|
2.78K
$37.2K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
87+ 0.58% |
$1.14K - $1.22K
|
15K
$201K
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-2.55K- 2.68% |
$33.2K - $35.6K
|
92.3K
$1.24M
|