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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-7.02K- 18.18% |
$91.6K - $98K
|
31.6K
$417K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.2KNew |
$133K - $142K
|
10.2K
$134K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
970New |
$12.7K - $13.6K
|
970
$12.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
12.8KNew |
$167K - $179K
|
12.8K
$169K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-35.3K- 92.21% |
$461K - $493K
|
2.99K
$39.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
17.4KNew |
$227K - $243K
|
17.4K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
704KNew |
$9.18M - $9.83M
|
704K
$9.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-540- 4.12% |
$7.05K - $7.54K
|
12.6K
$166K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
141KNew |
$1.84M - $1.97M
|
141K
$1.86M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-595- 59.2% |
$7.76K - $8.31K
|
410
$5.42K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
18.1KNew |
$231K - $258K
|
18.1K
$240K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
39.8KNew |
$507K - $567K
|
39.8K
$526K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.46K+ 39.86% |
$56.8K - $63.4K
|
15.6K
$207K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
126New |
$1.61K - $1.79K
|
126
$1.66K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
96New |
$1.22K - $1.37K
|
96
$1.27K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
116New |
$1.48K - $1.65K
|
116
$1.53K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
214New |
$2.73K - $3.05K
|
214
$2.83K
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
841+ 4.57% |
$10.7K - $12K
|
19.3K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
500+ 4.28% |
$6.37K - $7.12K
|
12.2K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.3K+ 70.91% |
$373K - $417K
|
70.6K
$932K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
70.1KNew |
$893K - $997K
|
70.1K
$926K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
27+ 4.46% |
$344 - $384
|
633
$8.36K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
10.7KNew |
$137K - $153K
|
10.7K
$142K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18KNew |
$229K - $256K
|
18K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
7.32K+ 19.8% |
$93.2K - $104K
|
44.3K
$585K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
763New |
$9.72K - $10.9K
|
763
$10.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.55K- 18.41% |
$32.5K - $36.3K
|
11.3K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.17M- 97.66% |
$14.9M - $16.7M
|
28.1K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
3.26KNew |
$41.5K - $46.3K
|
3.26K
$43K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
17.1K+ 71.87% |
$217K - $243K
|
40.8K
$539K
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
224+ 1.11% |
$2.85K - $3.19K
|
20.4K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
27.9K+ 6.17% |
$356K - $398K
|
481K
$6.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-30- 40.0% |
$382 - $427
|
45
$594
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
10.2KNew |
$129K - $145K
|
10.2K
$134K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.57K- 25.24% |
$45.4K - $50.8K
|
10.6K
$140K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.24K+ 0.72% |
$15.8K - $17.7K
|
173K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
67.9KNew |
$865K - $966K
|
67.9K
$897K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
210New |
$2.68K - $2.99K
|
210
$2.77K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
62New |
$790 - $882
|
62
$819
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
2.48KNew |
$31.5K - $35.2K
|
2.48K
$32.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
25New |
$319 - $356
|
25
$330
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
4.28KNew |
$54.5K - $60.9K
|
4.28K
$56.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-111K- 30.73% |
$1.42M - $1.58M
|
251K
$3.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-264- 97.42% |
$3.36K - $3.76K
|
7
$92.5
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
112+ 0.77% |
$1.43K - $1.59K
|
14.6K
$193K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-65- 4.16% |
$828 - $925
|
1.5K
$19.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
840+ 2.03% |
$10.7K - $12K
|
42.2K
$558K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-89- 4.01% |
$1.13K - $1.27K
|
2.13K
$28.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
15New |
$191 - $213
|
15
$198
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
22+ 0.01% |
$280 - $313
|
252K
$3.33M
|
|