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 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
256K+ 602.66% |
$3.12M - $3.55M
|
298K
$3.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
65K+ 30.62% |
$794K - $904K
|
277K
$3.72M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
51.3K+ 279.91% |
$626K - $713K
|
69.6K
$933K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
46.9KNew |
$573K - $652K
|
46.9K
$629K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43.9K+ 0.67% |
$536K - $611K
|
6.61M
$88.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
34.2K+ 11.98% |
$418K - $475K
|
320K
$4.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
26.5K+ 6.1% |
$323K - $368K
|
461K
$6.17M
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
20K+ 166.67% |
$244K - $278K
|
32K
$429K
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
16.1KNew |
$196K - $223K
|
16.1K
$215K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
11.3K+ 14.15% |
$138K - $157K
|
91.2K
$1.22M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
10.4KNew |
$126K - $144K
|
10.4K
$139K
|
|
|
Jul 09, 2025
Q2 2025
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
BUY
|
- |
10.2KNew |
$124K - $141K
|
10.2K
$136K
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
9.98K+ 22.41% |
$122K - $139K
|
54.5K
$731K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.86K+ 451.65% |
$120K - $137K
|
12K
$161K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.27K+ 21.12% |
$88.8K - $101K
|
41.7K
$559K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.88K+ 1.9% |
$84K - $95.7K
|
370K
$4.95M
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers Trust CO
|
BUY
|
- |
5.71K+ 42.33% |
$69.7K - $79.4K
|
19.2K
$257K
|
|
|
Jul 21, 2025
Q2 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
4.74K+ 11.51% |
$57.8K - $65.8K
|
45.9K
$615K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
4.66K+ 2.9% |
$56.9K - $64.8K
|
165K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.59KNew |
$43.8K - $49.9K
|
3.59K
$48.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
2.94K+ 13.25% |
$35.9K - $40.9K
|
25.2K
$337K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
2.75K+ 347.66% |
$33.6K - $38.2K
|
3.54K
$47.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
2.64K+ 4.83% |
$32.2K - $36.6K
|
57.2K
$767K
|
|
|
Jul 15, 2025
Q2 2025
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.85K+ 1.17% |
$22.5K - $25.7K
|
160K
$2.14M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.05K+ 6.98% |
$12.8K - $14.6K
|
16.1K
$216K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
771+ 2.23% |
$9.41K - $10.7K
|
35.4K
$474K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
650+ 2.04% |
$7.94K - $9.04K
|
32.6K
$436K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
631New |
$7.7K - $8.77K
|
631
$8.46K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
489New |
$5.97K - $6.8K
|
489
$6.55K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
400+ 1.52% |
$4.88K - $5.56K
|
26.7K
$358K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
292+ 0.6% |
$3.57K - $4.06K
|
48.6K
$651K
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
260+ 2.32% |
$3.17K - $3.61K
|
11.5K
$154K
|
|
|
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 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
48New |
$586 - $667
|
48
$643
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
9+ 12.86% |
$110 - $125
|
79
$1.06K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-27- 0.02% |
$330 - $375
|
137K
$1.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-197- 37.24% |
$2.41K - $2.74K
|
332
$4.45K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-260- 4.89% |
$3.17K - $3.61K
|
5.06K
$67.8K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-305- 2.95% |
$3.72K - $4.24K
|
10K
$135K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-456- 0.37% |
$5.57K - $6.34K
|
124K
$1.66M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
SELL
|
- |
-500- 29.41% |
$6.11K - $6.95K
|
1.2K
$16.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-598- 25.13% |
$7.3K - $8.31K
|
1.78K
$23.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-642- 3.06% |
$7.84K - $8.92K
|
20.3K
$272K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-847- 5.97% |
$10.3K - $11.8K
|
13.3K
$179K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-928- 87.71% |
$11.3K - $12.9K
|
130
$1.74K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-987- 4.92% |
$12.1K - $13.7K
|
19.1K
$255K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.14K- 94.84% |
$13.9K - $15.8K
|
62
$831
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
SELL
|
- |
-1.38K- 87.15% |
$16.8K - $19.1K
|
203
$2.72K
|
|
|
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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.86K- 4.12% |
$47.1K - $53.7K
|
89.8K
$1.2M
|